| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | 966,100 | 40,000 | 97.56% | ||
| 2 | BURNS J W & CO INC/NY | 13,000 | 1,000 | 2.44% | ||
| 3 | VALLEY WEALTH MANAGERS, INC. | 10,000 | 0 | 0.00% | ||
| 4 | Brookstone Capital Management | 385 | 0 | 0.00% | ||
| 5 | American Money Management, LLC | 10,000 | 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.
