Top institutional holders by Equity AUM
| Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
|---|---|---|---|---|---|
| 5801 | RETIREMENT PLANNING CO OF NEW ENGLAND INC | 08-08-2024 | 06-30-2024 | 213 | 183,734,111 |
| 5802 | BEATON MANAGEMENT CO INC | 05-10-2024 | 03-31-2024 | 136 | 183,685,000 |
| 5803 | SWAN CAPITAL LLC | 08-14-2024 | 06-30-2024 | 308 | 183,563,277 |
| 5804 | NEW AGE ALPHA ADVISORS LLC | 08-12-2024 | 06-30-2024 | 108 | 183,502,031 |
| 5805 | PURSUE WEALTH PARTNERS LLC | 08-02-2024 | 06-30-2024 | 111 | 183,368,645 |
