| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 41,100 | 1,058,000 | 80.64% | ||
| 2 | ATWOOD & PALMER INC | 6,300 | 162,000 | 12.35% | ||
| 3 | DUBUQUE BANK & TRUST CO | 2,200 | 57,000 | 4.34% | ||
| 4 | Crosspoint Capital Strategies, LLC | 775 | 20,000 | 1.52% | ||
| 5 | Clal Insurance Enterprises Holdings Ltd | 600 | 15,000 | 1.14% | ||
| 6 | Carroll Financial Associates, Inc. | 0 | 0 | 0.00% | ||
| 7 | NEXT Financial Group, Inc | 0 | 0 | 0.00% | ||
| 8 | IFP ADVISORS, INC | 0 | 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.
