| # | % | |||||
|---|---|---|---|---|---|---|
| 401 | NewSquare Capital LLC | 5 | 0 | 0.00% | ||
| 402 | Glassman Wealth Services | 10 | 0 | 0.00% | ||
| 403 | TCI Wealth Advisors, Inc. | 5 | 0 | 0.00% | ||
| 404 | WealthTrust Fairport, LLC | 3 | 0 | 0.00% | ||
| 405 | HUTCHENS INVESTMENT MANAGEMENT INC | 10 | 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.
