Top institutional holders by Equity AUM
| Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
|---|---|---|---|---|---|
| 5901 | WAYFINDING FINANCIAL LLC | 08-09-2024 | 06-30-2024 | 126 | 177,663,000 |
| 5902 | BIRCHCREEK WEALTH MANAGEMENT LLC | 08-02-2024 | 06-30-2024 | 151 | 177,637,479 |
| 5903 | HILLMAN CO | 07-18-2023 | 06-30-2023 | 11 | 177,413,728 |
| 5904 | CV ADVISORS LLC | 05-03-2024 | 03-31-2024 | 22 | 177,344,941 |
| 5905 | CCG WEALTH MANAGEMENT LLC | 07-31-2024 | 06-30-2024 | 70 | 177,285,564 |
