| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MYCIO WEALTH PARTNERS, LLC | 75 | 1,000 | 0.70% | ||
| 2 | Endurance Wealth Management, Inc. | 11,388 | 141,000 | 99.30% |
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.