Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
---|---|---|---|---|---|
3551 | LJI WEALTH MANAGEMENT LLC | 02-13-2024 | 12-31-2023 | 170 | 386,074,557 |
3552 | PRIVATE PORTFOLIO PARTNERS LLC | 11-14-2023 | 09-30-2023 | 252 | 385,947,676 |
3553 | LINEWEAVER WEALTH ADVISORS LLC | 01-19-2024 | 12-31-2023 | 128 | 385,894,125 |
3554 | EDMONDS DUNCAN REGISTERED INVESTMENT ADVISORS LLC | 01-11-2024 | 12-31-2023 | 133 | 385,007,945 |
3555 | ABUNDANCE WEALTH COUNSELORS | 01-17-2024 | 12-31-2023 | 139 | 384,769,000 |