Top institutional holders by Equity AUM
| Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
|---|---|---|---|---|---|
| 5951 | PEAK FINANCIAL ADVISORS LLC | 07-12-2024 | 06-30-2024 | 72 | 174,278,282 |
| 5952 | TOWER VIEW WEALTH MANAGEMENT LLC | 07-26-2024 | 06-30-2024 | 183 | 174,204,947 |
| 5953 | STERLING GROUP WEALTH MANAGEMENT LLC | 07-15-2024 | 06-30-2024 | 58 | 174,196,501 |
| 5954 | LIFESTYLE ASSET MANAGEMENT INC | 07-19-2024 | 06-30-2024 | 97 | 174,048,357 |
| 5955 | EXANE DERIVATIVES | 07-12-2022 | 06-30-2022 | 758 | 174,021,081 |
