Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
---|---|---|---|---|---|
4951 | BNC WEALTH MANAGEMENT LLC | 01-09-2024 | 12-31-2023 | 96 | 211,628,507 |
4952 | VISHRIA BIRD FINANCIAL GROUP LLC | 01-25-2024 | 12-31-2023 | 59 | 211,547,000 |
4953 | EUKLES ASSET MANAGEMENT | 01-31-2024 | 12-31-2023 | 243 | 211,511,102 |
4954 | ALAETHES WEALTH LLC | 02-12-2024 | 12-31-2023 | 113 | 211,270,184 |
4955 | TIFF ADVISORY SERVICES LLC | 02-08-2024 | 12-31-2023 | 25 | 211,141,291 |