Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
---|---|---|---|---|---|
5301 | SCHRODERS IS LTD | 01-31-2023 | 12-31-2022 | 3 | 184,514,764 |
5302 | CLIENT 1ST ADVISORY GROUP LLC | 05-15-2023 | 03-31-2023 | 92 | 184,400,973 |
5303 | BLACK DIAMOND CAPITAL MANAGEMENT LLC | 08-15-2022 | 06-30-2022 | 11 | 184,371,000 |
5304 | NAPA WEALTH MANAGEMENT | 02-22-2024 | 12-31-2023 | 109 | 184,285,504 |
5305 | LIPE & DALTON | 01-30-2024 | 12-31-2023 | 104 | 184,283,000 |