Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
---|---|---|---|---|---|
1001 | E OHMAN J:OR ASSET MANAGEMENT AB | 08-12-2024 | 06-30-2024 | 415 | 4,030,184,332 |
1002 | DAKOTA WEALTH MANAGEMENT | 04-24-2024 | 03-31-2024 | 721 | 4,027,902,749 |
1003 | SOUTHPOINT CAPITAL ADVISORS LP | 08-14-2024 | 06-30-2024 | 45 | 4,019,174,933 |
1004 | FORVIS MAZARS WEALTH ADVISORS LLC | 08-09-2024 | 06-30-2024 | 399 | 4,006,578,917 |
1005 | BADGLEY PHELPS WEALTH MANAGERS LLC | 05-15-2024 | 03-31-2024 | 376 | 3,997,530,395 |