Top institutional holders by Equity AUM
| Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
|---|---|---|---|---|---|
| 6201 | WESTERN FINANCIAL CORP/CA | 10-19-2023 | 09-30-2023 | 106 | 136,369,813 |
| 6202 | SPRENG CAPITAL MANAGEMENT INC | 10-24-2023 | 09-30-2023 | 79 | 136,274,815 |
| 6203 | TRADEMARK FINANCIAL MANAGEMENT LLC | 02-13-2024 | 12-31-2023 | 86 | 136,261,564 |
| 6204 | TAYLOR & MORGAN WEALTH MANAGEMENT LLC | 04-15-2024 | 03-31-2024 | 66 | 136,233,349 |
| 6205 | ROUBAIX CAPITAL LLC | 07-26-2023 | 06-30-2023 | 40 | 136,205,844 |
