Top institutional holders by Equity AUM
| Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
|---|---|---|---|---|---|
| 7301 | CHARLES CARROLL FINANCIAL PARTNERS LLC | 02-06-2024 | 12-31-2023 | 38 | 92,952,434 |
| 7302 | PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL LLC | 04-11-2024 | 03-31-2024 | 41 | 92,917,600 |
| 7303 | FAMILY WEALTH GROUP LLC | 08-14-2024 | 03-31-2024 | 109 | 92,853,021 |
| 7304 | HGI CAPITAL MANAGEMENT LLC | 05-15-2024 | 03-31-2024 | 43 | 92,813,864 |
| 7305 | NORTHWESTERN UNIVERSITY | 07-29-2024 | 06-30-2024 | 6 | 92,798,000 |
