Top institutional holders by Equity AUM
| Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
|---|---|---|---|---|---|
| 5601 | VERGER CAPITAL MANAGEMENT LLC | 07-18-2024 | 06-30-2024 | 13 | 196,153,102 |
| 5602 | INVESTMENT PLANNING ADVISORS INC | 07-22-2024 | 06-30-2024 | 59 | 195,977,007 |
| 5603 | LEE JOHNSON CAPITAL MANAGEMENT LLC | 07-16-2024 | 06-30-2024 | 16 | 195,968,130 |
| 5604 | AUTUMN GLORY PARTNERS LLC | 08-01-2024 | 06-30-2024 | 215 | 195,916,765 |
| 5605 | DENVER WEALTH MANAGEMENT INC | 04-18-2024 | 03-31-2024 | 80 | 195,914,188 |
