| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Archford Capital Strategies, LLC | 400 | 39,000 | 67.24% | ||
| 2 | Advisory Services Network, LLC | 198 | 19,000 | 32.76% |
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.
