Top institutional holders by Equity AUM
| Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
|---|---|---|---|---|---|
| 5351 | IMS CAPITAL MANAGEMENT | 08-21-2024 | 06-30-2024 | 140 | 214,662,906 |
| 5352 | WELA STRATEGIES INC | 07-11-2024 | 06-30-2024 | 50 | 214,661,171 |
| 5353 | LEISURE CAPITAL MANAGEMENT | 07-26-2024 | 06-30-2024 | 137 | 214,591,033 |
| 5354 | WEALTH ADVISORS OF TAMPA BAY LLC | 08-12-2024 | 06-30-2024 | 81 | 214,412,998 |
| 5355 | CAPASSO PLANNING PARTNERS LLC | 01-26-2024 | 12-31-2023 | 100 | 214,276,913 |
