Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
---|---|---|---|---|---|
4651 | WATERWAY WEALTH MANAGEMENT LLC | 01-17-2024 | 12-31-2023 | 63 | 239,664,038 |
4652 | HAYEK KALLEN INVESTMENT MANAGEMENT | 02-08-2024 | 12-31-2023 | 87 | 239,508,000 |
4653 | PROSPERITY PLANNING INC | 10-24-2023 | 09-30-2023 | 87 | 239,298,302 |
4654 | NATWEST GROUP PLC | 01-12-2024 | 12-31-2023 | 57 | 239,252,065 |
4655 | CABOT-WELLINGTON LLC | 01-25-2024 | 12-31-2023 | 3 | 239,236,083 |