Top institutional holders by Equity AUM
| Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
|---|---|---|---|---|---|
| 5251 | CALIFORNIA FIRST LEASING CORP | 08-05-2024 | 06-30-2024 | 43 | 223,625,955 |
| 5252 | BREAKWATER INVESTMENT MANAGEMENT | 08-08-2024 | 06-30-2024 | 317 | 223,560,765 |
| 5253 | HASSELL WEALTH MANAGEMENT LLC | 08-09-2024 | 06-30-2024 | 27 | 223,240,504 |
| 5254 | EVERNEST FINANCIAL ADVISORS LLC | 08-07-2024 | 06-30-2024 | 128 | 223,182,036 |
| 5255 | CONSILIO WEALTH ADVISORS LLC | 07-12-2024 | 06-30-2024 | 64 | 222,951,688 |
