Top institutional holders by Equity AUM

Position Reportee Signature Date Report period Total Entries Total Value($)
5401 COMPASS FINANCIAL GROUP INC 02-02-2024 12-31-2023 35 177,738,486
5402 ACT WEALTH MANAGEMENT LLC 07-14-2023 06-30-2023 47 177,737,478
5403 ACUTA CAPITAL PARTNERS LLC 02-14-2024 12-31-2023 39 177,652,122
5404 MECHANICS FINANCIAL CORP 02-05-2024 12-31-2023 213 177,614,504
5405 MISSOURI TRUST & INVESTMENT CO 08-11-2023 06-30-2023 464 177,544,772
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