| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DAVIDSON & GARRARD INC | 20,450 | 1,000 | 33.33% | ||
| 2 | HighPoint Advisor Group LLC | 15,070 | 1,000 | 33.33% | ||
| 3 | AMERIPRISE FINANCIAL INC | 16,369 | 1,000 | 33.33% | ||
| 4 | FIRST PREMIER BANK | 304 | 0 | 0.00% | ||
| 5 | Focused Wealth Management, Inc | 112 | 0 | 0.00% | ||
| 6 | PNC FINANCIAL SERVICES GROUP, INC. | 1,300 | 0 | 0.00% | ||
| 7 | SARGENT BICKHAM LAGUDIS LLC | 540 | 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.