Top institutional holders by Equity AUM
| Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
|---|---|---|---|---|---|
| 6601 | KRAFT ASSET MANAGEMENT LLC | 02-09-2024 | 12-31-2023 | 38 | 118,757,920 |
| 6602 | HOFER & ASSOCIATES INC | 04-22-2024 | 03-31-2024 | 55 | 118,757,377 |
| 6603 | QVIDTVM MANAGEMENT LLC | 02-13-2024 | 12-31-2023 | 9 | 118,756,365 |
| 6604 | HOLISTIC PLANNING LLC | 02-14-2024 | 12-31-2023 | 155 | 118,740,713 |
| 6605 | SOUND FINANCIAL STRATEGIES GROUP LLC | 02-02-2024 | 12-31-2023 | 68 | 118,702,021 |
