Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
---|---|---|---|---|---|
5401 | ST JOHNS INVESTMENT MANAGEMENT COMPANY LLC | 07-23-2024 | 06-30-2024 | 206 | 210,641,074 |
5402 | 25 LLC | 07-05-2024 | 06-30-2024 | 54 | 210,618,073 |
5403 | FORUM PRIVATE CLIENT GROUP LLC | 07-30-2024 | 06-30-2024 | 74 | 210,383,554 |
5404 | HAHN CAPITAL MANAGEMENT LLC | 8-06-2024 | 06-30-2024 | 32 | 210,354,462 |
5405 | CM WEALTH ADVISORS LLC | 08-14-2024 | 06-30-2024 | 75 | 210,348,699 |