| # | % | |||||
|---|---|---|---|---|---|---|
| 201 | Winfield Associates, Inc. | 35 | 2,000 | 0.00% | ||
| 202 | GENEOS WEALTH MANAGEMENT INC. | 25 | 1,000 | 0.00% | ||
| 203 | SUTTON WEALTH ADVISORS INC. | 9 | 506 | 0.00% | ||
| 204 | Creative Planning | 8 | 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.