Top institutional holders by Equity AUM
| Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
|---|---|---|---|---|---|
| 6901 | FOREST HILL CAPITAL LLC | 08-14-2024 | 06-30-2024 | 39 | 121,236,081 |
| 6902 | LIFESTEPS FINANCIAL INC | 07-17-2024 | 06-30-2024 | 81 | 121,144,984 |
| 6903 | PACIFIC WEALTH STRATEGIES GROUP INC | 07-22-2024 | 06-30-2024 | 48 | 121,092,943 |
| 6904 | CPR INVESTMENTS INC | 07-18-2024 | 06-30-2024 | 42 | 120,893,959 |
| 6905 | ROI FINANCIAL ADVISORS LLC | 02-13-2024 | 12-31-2023 | 62 | 120,846,000 |
