| # | % | |||||
|---|---|---|---|---|---|---|
| 301 | Archford Capital Strategies, LLC | 438 | 11,501 | 0.00% | ||
| 302 | Regal Investment Advisors LLC | 406 | 11,000 | 0.00% | ||
| 303 | BOSTON PRIVATE BANK & TRUST CO | 331 | 9,000 | 0.00% | ||
| 304 | Alexandria Capital, LLC | 343 | 9,000 | 0.00% | ||
| 305 | HABERER REGISTERED INVESTMENT ADVISOR INC | 235 | 6,000 | 0.00% | SH | |
| 306 | SECURITY NATIONAL TRUST CO | 218 | 6,000 | 0.00% | ||
| 307 | Ecofin Advisors Ltd | 225 | 6,000 | 0.00% | ||
| 308 | WealthTrust Fairport, LLC | 156 | 4,000 | 0.00% | ||
| 309 | MassMutual Private Wealth & Trust, FSB | 125 | 3,278 | 0.00% | ||
| 310 | Weaver C. Barksdale & Associates, Inc. | 131 | 3,000 | 0.00% | ||
| 311 | Corbenic Partners LLC | 125 | 3,000 | 0.00% | ||
| 312 | Ground Swell Capital, LLC | 100 | 3,000 | 0.00% | ||
| 313 | TCI Wealth Advisors, Inc. | 76 | 2,000 | 0.00% | ||
| 314 | HOWE & RUSLING INC | 82 | 2,000 | 0.00% | ||
| 315 | ENTERPRISE FINANCIAL SERVICES CORP | 34 | 1,000 | 0.00% | ||
| 316 | ENVESTNET ASSET MANAGEMENT INC | 40 | 1,000 | 0.00% | ||
| 317 | TORTOISE CAPITAL ADVISORS, L.L.C. | 38 | 1,000 | 0.00% | ||
| 318 | Tarbox Family Office, Inc. | 33 | 0 | 0.00% | ||
| 319 | Oakworth Capital, Inc. | 10 | 0 | 0.00% |
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
