Top institutional holders by Equity AUM
| Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
|---|---|---|---|---|---|
| 6751 | SAR WEALTH MANAGEMENT GROUP LLC | 04-15-2024 | 03-31-2024 | 41 | 110,673,751 |
| 6752 | FINANCIAL ALTERNATIVES INC | 08-11-2023 | 06-30-2023 | 76 | 110,473,284 |
| 6753 | SCHUBERT & CO | 02-12-2024 | 12-31-2023 | 32 | 110,472,644 |
| 6754 | DUNHILL FINANCIAL LLC | 02-12-2024 | 12-31-2023 | 728 | 110,255,270 |
| 6755 | SPOTLIGHT ASSET GROUP INC | 02-05-2024 | 12-31-2023 | 247 | 110,249,722 |
