Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
---|---|---|---|---|---|
3801 | ESL TRUST SERVICES LLC | 02-12-2024 | 12-31-2023 | 36 | 346,510,391 |
3802 | LONG RUN WEALTH ADVISORS LLC | 01-10-2024 | 12-31-2023 | 93 | 346,286,483 |
3803 | ANNAPOLIS FINANCIAL SERVICES LLC | 10-30-2023 | 09-30-2023 | 480 | 346,281,075 |
3804 | MINICHMACGREGOR WEALTH MANAGEMENT LLC | 01-10-2023 | 12-31-2023 | 103 | 346,104,328 |
3805 | NORTHSTAR ASSET MANAGEMENT INC | 02-09-2024 | 12-31-2023 | 56 | 346,076,391 |