Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
---|---|---|---|---|---|
4401 | SAFEGUARD FINANCIAL LLC | 01-30-2024 | 12-31-2023 | 79 | 264,101,217 |
4402 | PORTFOLIO DESIGN LABS LLC | 02-12-2024 | 12-31-2023 | 109 | 264,085,605 |
4403 | HURLOW WEALTH MANAGEMENT GROUP INC | 01-08-2024 | 12-31-2023 | 111 | 264,043,456 |
4404 | RDA FINANCIAL NETWORK | 01-12-2024 | 12-31-2023 | 226 | 263,911,860 |
4405 | PHYSICIANS FINANCIAL SERVICES INC | 01-26-2024 | 12-31-2023 | 103 | 263,869,000 |