Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
---|---|---|---|---|---|
4601 | ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 01-22-2024 | 12-31-2023 | 120 | 244,463,126 |
4602 | CORE WEALTH ADVISORS INC | 11-13-2023 | 09-30-2023 | 239 | 244,439,106 |
4603 | ROANOKE ASSET MANAGEMENT CORP/ NY | 11-15-2023 | 09-30-2023 | 101 | 244,257,000 |
4604 | DRAKE & ASSOCIATES LLC | 01-30-2024 | 12-31-2023 | 73 | 244,240,276 |
4605 | THOMAS J HERZFELD ADVISORS INC | 05-15-2023 | 03-31-2023 | 317 | 243,995,543 |