Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
---|---|---|---|---|---|
7001 | HUDSON PORTFOLIO MANAGEMENT LLC | 02-13-2024 | 12-31-2023 | 99 | 92,270,553 |
7002 | PRECISION WEALTH STRATEGIES LLC | 10-31-2023 | 09-30-2023 | 83 | 92,207,777 |
7003 | FIRST COMMUNITY TRUST NA | 01-10-2024 | 12-31-2023 | 290 | 92,158,388 |
7004 | BCU WEALTH ADVISORS LLC | 02-09-2024 | 12-31-2023 | 39 | 92,113,945 |
7005 | JACOB ASSET MANAGEMENT OF NEW YORK LLC | 11-09-2022 | 09-30-2022 | 67 | 92,068,000 |