Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
---|---|---|---|---|---|
4901 | SQN INVESTORS LP | 08-11-2023 | 06-30-2023 | 17 | 216,018,579 |
4902 | VISTA PRIVATE WEALTH PARTNERS LLC | 02-13-2024 | 12-31-2023 | 88 | 215,804,565 |
4903 | TOWN & COUNTRY BANK & TRUST CO DBA FIRST BANKERS TRUST CO | 01-11-2024 | 12-31-2023 | 115 | 215,509,385 |
4904 | HIXON ZUERCHER LLC | 01-12-2024 | 12-31-2023 | 64 | 215,430,747 |
4905 | BELL & BROWN WEALTH ADVISORS LLC | 02-12-2024 | 12-31-2023 | 74 | 215,405,562 |