| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MOTCO | 300 | 26,000 | 8.84% | ||
| 2 | SHARKEY, HOWES & JAVER | 3,340 | 268,000 | 91.16% |
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.