Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
---|---|---|---|---|---|
4701 | FIDUCIARY PLANNING LLC | 01-25-2024 | 12-31-2023 | 53 | 234,961,427 |
4702 | NEXT CAPITAL MANAGEMENT LLC | 01-17-2024 | 12-31-2023 | 125 | 234,932,437 |
4703 | AUBREY CAPITAL MANAGEMENT LTD | 02-05-2024 | 12-31-2023 | 65 | 234,883,776 |
4704 | NUCLEO CAPITAL LTDA | 02-12-2024 | 12-31-2023 | 6 | 234,690,883 |
4705 | WEALTH ADVISORS INC | 07-17-2023 | 06-30-2023 | 65 | 234,490,676 |