| # | % | |||||
|---|---|---|---|---|---|---|
| 601 | TOBAM | 54 | 5,000 | 0.00% | ||
| 602 | TD Securities (USA) LLC | 42 | 4,000 | 0.00% | ||
| 603 | COCONUT GROVE BANK | 45 | 4,000 | 0.00% | ||
| 604 | Oakworth Capital, Inc. | 42 | 4,000 | 0.00% | ||
| 605 | Sandy Spring Bank | 42 | 4,000 | 0.00% | ||
| 606 | PROFICIO CAPITAL PARTNERS LLC | 29 | 3,000 | 0.00% | ||
| 607 | Tarbox Family Office, Inc. | 34 | 3,000 | 0.00% | ||
| 608 | INTEGRATED WEALTH MANAGEMENT | 28 | 3,000 | 0.00% | ||
| 609 | SECURITY NATIONAL TRUST CO | 39 | 3,000 | 0.00% | ||
| 610 | Hillsdale Investment Management Inc. | 30 | 3,000 | 0.00% | ||
| 611 | ClariVest Asset Management LLC | 24 | 2,000 | 0.00% | ||
| 612 | JFS WEALTH ADVISORS, LLC | 9 | 1,000 | 0.00% | ||
| 613 | Clean Yield Group | 16 | 1,000 | 0.00% | ||
| 614 | Gradient Investments LLC | 13 | 1,000 | 0.00% | ||
| 615 | Edge Wealth Management LLC | 2 | 1,000 | 0.00% | ||
| 616 | ZIONS BANCORPORATION | 12 | 1,000 | 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.