| # | % | |||||
|---|---|---|---|---|---|---|
| 301 | SIGNATUREFD, LLC | 227 | 8,000 | 0.00% | ||
| 302 | First Personal Financial Services | 148 | 6,000 | 0.00% | ||
| 303 | Cornerstone Advisors, Inc. | 81 | 3,000 | 0.00% | ||
| 304 | INTEGRATED WEALTH MANAGEMENT | 44 | 1,000 | 0.00% | ||
| 305 | Winslow, Evans & Crocker, Inc. | 28 | 984 | 0.00% | ||
| 306 | WEALTHCARE CAPITAL MANAGEMENT LLC | 18 | 0 | 0.00% | ||
| 307 | NEXT Financial Group, Inc | 20 | 0 | 0.00% | ||
| 308 | Independent Portfolio Consultants, Inc. | 0 | 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.
