Top institutional holders by Equity AUM
| Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
|---|---|---|---|---|---|
| 6501 | MERITAS WEALTH MANAGEMENT LLC | 07-24-2024 | 06-30-2024 | 47 | 141,802,946 |
| 6502 | LONG ISLAND WEALTH MANAGEMENT INC | 06-30-2024 | 06-30-2024 | 71 | 141,744,000 |
| 6503 | BRIGHT FINANCIAL ADVISORS INC | 08-12-2024 | 06-30-2024 | 49 | 141,690,367 |
| 6504 | PLANNING CAPITAL MANAGEMENT CORP | 08-12-2024 | 06-30-2024 | 721 | 141,633,566 |
| 6505 | TACITA CAPITAL INC | 08-08-2024 | 06-30-2024 | 209 | 141,540,913 |
