| # | % | |||||
|---|---|---|---|---|---|---|
| 701 | ASSETMARK, INC | 15 | 1,000 | 0.00% | ||
| 702 | Tortoise Investment Management, LLC | 14 | 1,000 | 0.00% | ||
| 703 | Vantage Investment Advisors, LLC | 17 | 1,000 | 0.00% | ||
| 704 | BOSTON PRIVATE BANK & TRUST CO | 41 | 1,000 | 0.00% | ||
| 705 | Sandy Spring Bank | 40 | 1,000 | 0.00% | ||
| 706 | Archford Capital Strategies, LLC | 16 | 580 | 0.00% | ||
| 707 | WELLS FARGO & COMPANY/MN | 100 | 0 | 0.00% | Put | |
| 708 | Financial Management Professionals, Inc. | 6 | 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.
