Top institutional holders by Equity AUM
| Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
|---|---|---|---|---|---|
| 7201 | COLUMBIA ADVISORY PARTNERS LLC | 07-12-2024 | 06-30-2024 | 53 | 102,455,489 |
| 7202 | SAGACE WEALTH MANAGEMENT LLC | 07-23-2024 | 06-30-2024 | 51 | 102,248,970 |
| 7203 | CAERUS INVESTMENT ADVISORS LLC | 08-14-2024 | 06-30-2024 | 30 | 102,241,335 |
| 7204 | GREYCROFT LP | 08-10-2023 | 06-30-2023 | 2 | 102,021,584 |
| 7205 | LIFE PLANNING PARTNERS INC | 01-19-2024 | 12-31-2023 | 263 | 101,628,406 |
