| # | % | |||||
|---|---|---|---|---|---|---|
| 301 | HABERER REGISTERED INVESTMENT ADVISOR INC | 50 | 4,000 | 0.00% | SH | |
| 302 | Tortoise Investment Management, LLC | 25 | 2,000 | 0.00% | ||
| 303 | Simply Money Advisors | 2 | 0 | 0.00% | ||
| 304 | B. Riley Wealth Management, 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.