Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
---|---|---|---|---|---|
5201 | AVALON ADVISORY GROUP | 01-29-2024 | 12-31-2023 | 7 | 191,662,017 |
5202 | HARBOUR INVESTMENT MANAGEMENT LLC | 02-09-2024 | 12-31-2023 | 76 | 191,648,913 |
5203 | CHERRYDALE WEALTH MANAGEMENT LLC | 12-31-2023 | 12-31-2023 | 50 | 191,635,537 |
5204 | AULL & MONROE INVESTMENT MANAGEMENT CORP | 11-13-2023 | 09-30-2023 | 129 | 191,630,726 |
5205 | FIRST CAPITAL ADVISORS GROUP LLC | 08-14-2023 | 06-30-2023 | 971 | 191,604,216 |