| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Focused Wealth Management, Inc | 81 | 1,000 | 76.28% | ||
| 2 | SONORA INVESTMENT MANAGEMENT, LLC | 50 | 311 | 23.72% |
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.
