| # | % | |||||
|---|---|---|---|---|---|---|
| 401 | Lenox Wealth Management, Inc. | 87 | 5,000 | 0.00% | ||
| 402 | Tarbox Family Office, Inc. | 73 | 4,000 | 0.00% | ||
| 403 | MUFG Americas Holdings Corp | 62 | 4,000 | 0.00% | ||
| 404 | ENTERPRISE FINANCIAL SERVICES CORP | 48 | 3,000 | 0.00% | ||
| 405 | NEW ENGLAND SECURITIES CORP /MA/ | 36 | 2,000 | 0.00% | ||
| 406 | CENTRAL TRUST Co | 37 | 2,000 | 0.00% | ||
| 407 | SIGNATUREFD, LLC | 31 | 2,000 | 0.00% | ||
| 408 | Cornerstone Advisors, Inc. | 27 | 2,000 | 0.00% | ||
| 409 | B. Riley Wealth Management, Inc. | 1 | 0 | 0.00% | ||
| 410 | Tradewinds Capital Management, LLC | 4 | 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.
