Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
---|---|---|---|---|---|
1701 | SIGMA INVESTMENT COUNSELORS INC | 07-21-2023 | 06-30-2023 | 191 | 1,361,418,532 |
1702 | WCG WEALTH ADVISORS LLC | 02-08-2024 | 12-31-2023 | 293 | 1,360,933,000 |
1703 | VISIONARY WEALTH ADVISORS | 02-14-2024 | 12-31-2023 | 474 | 1,360,704,769 |
1704 | WMS PARTNERS LLC | 02-12-2024 | 12-31-2023 | 254 | 1,359,633,932 |
1705 | BASSWOOD CAPITAL MANAGEMENT LLC | 08-14-2023 | 06-30-2023 | 101 | 1,357,521,368 |