Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
---|---|---|---|---|---|
5401 | COMPASS FINANCIAL GROUP INC | 02-02-2024 | 12-31-2023 | 35 | 177,738,486 |
5402 | ACT WEALTH MANAGEMENT LLC | 07-14-2023 | 06-30-2023 | 47 | 177,737,478 |
5403 | ACUTA CAPITAL PARTNERS LLC | 02-14-2024 | 12-31-2023 | 39 | 177,652,122 |
5404 | MECHANICS FINANCIAL CORP | 02-05-2024 | 12-31-2023 | 213 | 177,614,504 |
5405 | MISSOURI TRUST & INVESTMENT CO | 08-11-2023 | 06-30-2023 | 464 | 177,544,772 |