| # | % | |||||
|---|---|---|---|---|---|---|
| 501 | ALPHA OMEGA WEALTH MANAGEMENT LLC | 100 | 0 | 0.00% | ||
| 502 | QUADRANT CAPITAL GROUP LLC | 706 | 0 | 0.00% | ||
| 503 | CWM, LLC | 21 | 0 | 0.00% | ||
| 504 | Creative Planning | 100 | 0 | 0.00% | Call | |
| 505 | Oakworth Capital, Inc. | 100 | 0 | 0.00% | ||
| 506 | DELTA ASSET MANAGEMENT LLC/TN | 50 | 0 | 0.00% | ||
| 507 | Lowe Wealth Advisors, LLC | 48 | 0 | 0.00% | ||
| 508 | LEE FINANCIAL CORP | 1 | 0 | 0.00% | ||
| 509 | OMNIA FAMILY WEALTH, LLC | 100 | 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.
