Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
---|---|---|---|---|---|
2351 | CRESCENT GROVE ADVISORS LLC | 07-22-2024 | 06-30-2024 | 277 | 912,734,257 |
2352 | WEBSTER BANK N A | 07-12-2024 | 06-30-2024 | 784 | 912,231,050 |
2353 | P2 CAPITAL PARTNERS LLC | 08-14-2024 | 06-30-2024 | 18 | 911,826,076 |
2354 | GDS WEALTH MANAGEMENT | 07-23-2024 | 06-30-2024 | 141 | 911,593,667 |
2355 | STRATEGIC WEALTH PARTNERS LTD | 05-20-2024 | 12-31-2023 | 275 | 811,365,789 |