Top institutional holders by Equity AUM
| Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
|---|---|---|---|---|---|
| 6001 | COULTER & JUSTUS FINANCIAL SERVICES LLC | 02-06-2024 | 12-31-2023 | 42 | 147,558,725 |
| 6002 | FORT LP | 08-12-2022 | 06-30-2022 | 244 | 147,557,000 |
| 6003 | STRAIGHT PATH WEALTH MANAGEMENT | 10-31-2023 | 09-30-2023 | 80 | 147,501,143 |
| 6004 | CARL P SHERR & CO LLC | 11-03-2023 | 09-30-2023 | 111 | 147,472,963 |
| 6005 | FORTIS ADVISORS LLC | 02-13-2024 | 12-31-2023 | 265 | 147,414,571 |
