Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
---|---|---|---|---|---|
3401 | OPES WEALTH MANAGEMENT LLC | 01-31-2024 | 12-31-2023 | 126 | 416,669,174 |
3402 | CAPCO ASSET MANAGEMENT LLC | 02-07-2024 | 12-31-2023 | 17 | 416,668,910 |
3403 | ADVISOR OS LLC | 04-22-2023 | 03-31-2023 | 1231 | 416,594,950 |
3404 | HUBER CAPITAL MANAGEMENT LLC | 08-11-2023 | 06-30-2023 | 85 | 416,007,878 |
3405 | COOPER FINANCIAL GROUP | 10-12-2023 | 09-30-2023 | 324 | 415,976,415 |