Top institutional holders by Equity AUM

Position Reportee Signature Date Report period Total Entries Total Value($)
4901 WALL STREET ACCESS ASSET MANAGEMENT LLC 02-12-2021 12-31-2020 107 133,024,000
4902 TANDEM CAPITAL MANAGEMENT CORP /ADV 02-01-2021 12-31-2020 85 132,983,000
4903 BORDEAUX WEALTH ADVISORS LLC 02-04-2021 12-31-2020 58 132,980,000
4904 GARRETT WEALTH ADVISORY GROUP LLC 01-19-2021 12-31-2020 48 132,975,000
4905 SPARK GROWTH MANAGEMENT PARTNERS II LLC 02-16-2021 12-31-2020 1 132,908,000
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