Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
---|---|---|---|---|---|
2851 | FINANCIAL ARCHITECTS INC | 11-14-2022 | 09-30-2022 | 309 | 572,743,000 |
2852 | FALCON WEALTH PLANNING | 01-10-2024 | 12-31-2023 | 110 | 571,777,943 |
2853 | USA FINANCIAL FORMULAS | 02-02-2024 | 12-31-2023 | 333 | 571,629,904 |
2854 | CULLEN INVESTMENT GROUP LTD | 01-30-2024 | 12-31-2023 | 172 | 571,084,612 |
2855 | PLANNING ALTERNATIVES LTD /ADV | 01-19-2024 | 12-31-2023 | 49 | 570,949,118 |