Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
---|---|---|---|---|---|
2101 | PLANTE MORAN FINANCIAL ADVISORS LLC | 02-05-2024 | 12-31-2023 | 842 | 956,649,309 |
2102 | EDGEMOOR INVESTMENT ADVISORS INC | 02-07-2024 | 12-31-2023 | 160 | 956,010,292 |
2103 | TRADITION WEALTH MANAGEMENT LLC | 02-12-2024 | 12-31-2023 | 1264 | 955,701,000 |
2104 | E-L FINANCIAL CORP LTD | 01-30-2024 | 12-31-2023 | 1 | 953,961,676 |
2105 | CAPITAL INVESTMENT SERVICES OF AMERICA INC | 01-09-2024 | 12-31-2023 | 72 | 953,756,817 |