Top institutional holders by Equity AUM
| Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
|---|---|---|---|---|---|
| 4951 | TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 02-01-2024 | 12-31-2023 | 193 | 218,824,994 |
| 4952 | TRI LOCUM PARTNERS LP | 02-14-2024 | 12-31-2023 | 24 | 218,758,977 |
| 4953 | BRAND ASSET MANAGEMENT GROUP INC | 01-22-2024 | 12-31-2023 | 76 | 218,705,616 |
| 4954 | FLAGSTONE FINANCIAL MANAGEMENT | 10-25-2023 | 09-30-2023 | 37 | 218,644,142 |
| 4955 | CYPRESS FINANCIAL PLANNING LLC | 04-12-2024 | 03-31-2024 | 67 | 218,633,972 |
