Top institutional holders by Equity AUM
| Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
|---|---|---|---|---|---|
| 6151 | PROSPERITY FINANCIAL GROUP INC | 05-15-2024 | 03-31-2024 | 146 | 161,891,632 |
| 6152 | BROMFIELD SNEIDER WEALTH ADVISORS | 04-02-2024 | 03-31-2024 | 104 | 161,841,342 |
| 6153 | VALLEY FINANCIAL MANAGEMENT INC | 05-15-2023 | 03-31-2023 | 46 | 161,753,540 |
| 6154 | SERENITY CAPITAL MANAGEMENT PTE LTD | 07-18-2024 | 06-30-2024 | 4 | 161,631,375 |
| 6155 | MN WEALTH ADVISORS LLC | 04-29-2024 | 03-31-2024 | 94 | 161,586,076 |
