Top institutional holders by Equity AUM

Position Reportee Signature Date Report period Total Entries Total Value($)
5401 ST JOHNS INVESTMENT MANAGEMENT COMPANY LLC 07-23-2024 06-30-2024 206 210,641,074
5402 25 LLC 07-05-2024 06-30-2024 54 210,618,073
5403 FORUM PRIVATE CLIENT GROUP LLC 07-30-2024 06-30-2024 74 210,383,554
5404 HAHN CAPITAL MANAGEMENT LLC 8-06-2024 06-30-2024 32 210,354,462
5405 CM WEALTH ADVISORS LLC 08-14-2024 06-30-2024 75 210,348,699
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