Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
---|---|---|---|---|---|
3601 | FINANCIAL ADVISORS NETWORK INC | 02-01-2023 | 12-31-2022 | 129 | 377,643,714 |
3602 | WESTHILL FINANCIAL ADVISORS INC | 01-31-2024 | 12-31-2023 | 75 | 377,293,694 |
3603 | WALKNER CONDON FINANCIAL ADVISORS LLC | 10-19-2023 | 09-30-2023 | 240 | 377,180,861 |
3604 | CRESTVIEW PARTNERS III GP LP | 05-10-2023 | 03-31-2023 | 2 | 377,135,104 |
3605 | CAPITAL TODAY EVERGREEN FUND LP | 02-12-2024 | 12-31-2023 | 2 | 376,849,107 |