| # | % | |||||
|---|---|---|---|---|---|---|
| 401 | Creative Planning | 33 | 4,000 | 0.00% | ||
| 402 | Smithfield Trust Co | 33 | 4,000 | 0.00% | ||
| 403 | ENTERPRISE FINANCIAL SERVICES CORP | 28 | 3,000 | 0.00% | ||
| 404 | First Horizon Advisors, Inc. | 30 | 3,000 | 0.00% | ||
| 405 | Manchester Capital Management LLC | 29 | 3,000 | 0.00% | ||
| 406 | KANALY TRUST CO | 22 | 3,000 | 0.00% | ||
| 407 | Gradient Investments LLC | 13 | 2,000 | 0.00% | ||
| 408 | NEXT Financial Group, Inc | 20 | 2,000 | 0.00% | ||
| 409 | Cornerstone Advisors, Inc. | 12 | 1,000 | 0.00% | ||
| 410 | MUFG Americas Holdings Corp | 10 | 1,000 | 0.00% | ||
| 411 | WealthTrust Fairport, LLC | 6 | 1,000 | 0.00% | ||
| 412 | Archford Capital Strategies, LLC | 4 | 466 | 0.00% | ||
| 413 | Oakworth Capital, Inc. | 2 | 0 | 0.00% | ||
| 414 | WOLVERINE ASSET MANAGEMENT LLC | 22 | 0 | 0.00% | Call |
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.