Top institutional holders by Equity AUM
| Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
|---|---|---|---|---|---|
| 6651 | BREWSTER FINANCIAL PLANNING LLC | 04-17-2024 | 03-31-2024 | 16 | 116,258,187 |
| 6652 | HRC WEALTH MANAGEMENT LLC | 02-12-2024 | 12-31-2023 | 27 | 116,218,387 |
| 6653 | ENGLISH CAPITAL MANAGEMENT LLC | 02-13-2024 | 12-31-2023 | 33 | 116,177,185 |
| 6654 | LIVE OAK INVESTMENT PARTNERS | 10-31-2023 | 09-30-2023 | 12751 | 116,070,551 |
| 6655 | WOLFF WIESE MAGANA LLC | 04-18-2024 | 03-31-2024 | 1058 | 116,011,650 |
