Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
---|---|---|---|---|---|
4901 | WALL STREET ACCESS ASSET MANAGEMENT LLC | 02-12-2021 | 12-31-2020 | 107 | 133,024,000 |
4902 | TANDEM CAPITAL MANAGEMENT CORP /ADV | 02-01-2021 | 12-31-2020 | 85 | 132,983,000 |
4903 | BORDEAUX WEALTH ADVISORS LLC | 02-04-2021 | 12-31-2020 | 58 | 132,980,000 |
4904 | GARRETT WEALTH ADVISORY GROUP LLC | 01-19-2021 | 12-31-2020 | 48 | 132,975,000 |
4905 | SPARK GROWTH MANAGEMENT PARTNERS II LLC | 02-16-2021 | 12-31-2020 | 1 | 132,908,000 |