| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | Winfield Associates, Inc. | 4,000 | 60,000 | 0.09% | ||
| 52 | NEXT Financial Group, Inc | 3,938 | 59,000 | 0.08% | ||
| 53 | Focused Wealth Management, Inc | 3,501 | 53,000 | 0.08% | ||
| 54 | Joel Isaacson & Co., LLC | 3,022 | 46,000 | 0.07% | ||
| 55 | Smithfield Trust Co | 3,000 | 45,000 | 0.06% | ||
| 56 | KANALY TRUST CO | 2,365 | 36,000 | 0.05% | ||
| 57 | ASSETMARK, INC | 1,671 | 25,000 | 0.04% | ||
| 58 | Thomas J. Herzfeld Advisors, Inc. | 1,509 | 23,000 | 0.03% | ||
| 59 | REILLY FINANCIAL ADVISORS, LLC | 1,000 | 15,000 | 0.02% | ||
| 60 | FineMark National Bank & Trust | 800 | 12,000 | 0.02% | ||
| 61 | Community Bank, N.A. | 530 | 8,000 | 0.01% | ||
| 62 | NewSquare Capital LLC | 500 | 8,000 | 0.01% | ||
| 63 | PENSERRA CAPITAL MANAGEMENT LLC | 530 | 8,000 | 0.01% | ||
| 64 | INTEGRATED WEALTH MANAGEMENT | 449 | 7,000 | 0.01% | ||
| 65 | Alerus Investment Advisors Corp | 405 | 6,000 | 0.01% | ||
| 66 | CITIGROUP INC | 24 | 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.
