Monticello Advisory Group

Basis · Amendments and terminations supersede the original report for the same registrant, client and period, so a revised quarter is counted once at its latest filed value. Registration-only filings carry no activity money and are excluded from these totals.

1. Clearinghouse Cdfi

   2 filings · 2026

   $10K

   fees reported

   ›

Reading this · An LD-2 reports either a fee the registrant charged or expenses it spent, never both on one filing, so the two lists above are different quantities and are ranked separately rather than against each other. The expenses basis is what an organization lobbying on its own behalf files — usually for itself, sometimes for an affiliate under a different name — so a name on the second list is the client the filing names, not necessarily a claim that the registrant lobbied for someone else's account. Across every relationship on file — not just those shown — this registrant reported $10K in fees and $0 in expenses.

1. Banking

   BAN · 1 client

   1 filing

   $10K on those filings

2. Financial Institutions/Investments/Securities

   FIN · 1 client

   1 filing

3. Medicare/Medicaid

   MMM · 1 client