Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
---|---|---|---|---|---|
5651 | ALLSQUARE WEALTH MANAGEMENT LLC | 02-14-2024 | 12-31-2023 | 536 | 162,981,476 |
5652 | RESURGENT FINANCIAL ADVISORS LLC | 02-09-2024 | 12-31-2023 | 499 | 162,865,944 |
5653 | WETZEL INVESTMENT ADVISORS INC | 01-31-2024 | 12-31-2023 | 1109 | 162,833,000 |
5654 | HMS CAPITAL MANAGEMENT LLC | 01-17-2024 | 12-31-2023 | 108 | 162,706,234 |
5655 | CRIBSTONE CAPITAL MANAGEMENT LLC | 08-11-2022 | 06-30-2022 | 530 | 162,648,000 |