Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
---|---|---|---|---|---|
2401 | STRATEGIC WEALTH PARTNERS GROUP LLC | 02-13-2024 | 12-31-2023 | 66 | 792,748,529 |
2402 | TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC | 11-14-2023 | 09-30-2023 | 217 | 791,879,582 |
2403 | AUSTIN PRIVATE WEALTH LLC | 01-18-2024 | 12-31-2023 | 265 | 791,692,778 |
2404 | TRUE PRIVATE WEALTH ADVISORS | 01-30-2024 | 12-31-2023 | 290 | 790,075,944 |
2405 | MV CAPITAL MANAGEMENT INC | 01-29-2024 | 12-31-2023 | 774 | 789,888,342 |