Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
---|---|---|---|---|---|
1801 | CHECCHI CAPITAL ADVISERS LLC | 02-07-2024 | 12-31-2023 | 554 | 1,231,773,124 |
1802 | EVANSON ASSET MANAGEMENT LLC | 01-18-2024 | 12-31-2023 | 298 | 1,231,258,052 |
1803 | BOK FINANCIAL PRIVATE WEALTH INC | 01-30-2024 | 12-31-2023 | 510 | 1,230,737,004 |
1804 | ASSET DEDICATION LLC | 02-08-2024 | 12-31-2023 | 1043 | 1,229,231,000 |
1805 | GAMBLE JONES INVESTMENT COUNSEL | 11-03-2022 | 09-30-2022 | 220 | 1,228,452,000 |