| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NATIONAL PLANNING CORP | 1,700 | 22,355 | 84.82% | ||
| 2 | US BANCORP \DE\ | 310 | 4,000 | 15.18% |
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.