Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
---|---|---|---|---|---|
4351 | WP ADVISORS LLC | 01-31-2024 | 12-31-2023 | 104 | 270,137,691 |
4352 | BOLTWOOD CAPITAL MANAGEMENT | 10-10-2023 | 09-30-2023 | 155 | 269,960,548 |
4353 | ALLIANCE WEALTH ADVISORS LLC /UT | 11-09-2023 | 09-30-2023 | 218 | 269,890,695 |
4354 | BUCK WEALTH STRATEGIES LLC | 01-23-2024 | 12-31-2023 | 62 | 269,878,541 |
4355 | WAKEFIELD ASSET MANAGEMENT LLLP | 01-25-2024 | 12-31-2023 | 145 | 269,775,131 |