Top institutional holders by Equity AUM
| Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
|---|---|---|---|---|---|
| 5201 | FI3 FINANCIAL ADVISORS LLC | 08-14-2024 | 06-30-2024 | 87 | 227,173,109 |
| 5202 | ENZI WEALTH | 07-22-2024 | 06-30-2024 | 62 | 227,165,277 |
| 5203 | SELECTIVE WEALTH MANAGEMENT INC | 07-10-2024 | 06-30-2024 | 102 | 227,063,175 |
| 5204 | EAGLE CAPITAL MANAGEMENT LLC | 07-16-2024 | 06-30-2024 | 39 | 226,944,000 |
| 5205 | FOGUTH WEALTH MANAGEMENT LLC | 07-16-2024 | 06-30-2024 | 132 | 226,840,200 |
