| # | % | |||||
|---|---|---|---|---|---|---|
| 501 | Gemmer Asset Management LLC | 109 | 13,000 | 0.00% | ||
| 502 | ENTERPRISE FINANCIAL SERVICES CORP | 97 | 12,000 | 0.00% | ||
| 503 | JFS WEALTH ADVISORS, LLC | 93 | 11,000 | 0.00% | ||
| 504 | THOMPSON DAVIS & CO., INC. | 84 | 10,000 | 0.00% | ||
| 505 | TCI Wealth Advisors, Inc. | 83 | 10,000 | 0.00% | ||
| 506 | Capital Analysts, LLC | 75 | 9,351 | 0.00% | ||
| 507 | PRIVATE TRUST CO NA | 71 | 9,000 | 0.00% | ||
| 508 | Alexandria Capital, LLC | 60 | 7,000 | 0.00% | ||
| 509 | Winslow, Evans & Crocker, Inc. | 52 | 6,288 | 0.00% | ||
| 510 | SECURITY NATIONAL TRUST CO | 50 | 6,000 | 0.00% | ||
| 511 | Waverly Advisors, LLC | 43 | 5,000 | 0.00% | ||
| 512 | Cornerstone Advisors, Inc. | 37 | 5,000 | 0.00% | ||
| 513 | Oakworth Capital, Inc. | 39 | 5,000 | 0.00% | ||
| 514 | First Horizon Advisors, Inc. | 29 | 4,000 | 0.00% | ||
| 515 | SRH ADVISORS, LLC | 13 | 2,000 | 0.00% | ||
| 516 | CAPITAL GUARDIAN TRUST CO | 20 | 2,000 | 0.00% | ||
| 517 | Tarbox Family Office, Inc. | 10 | 1,000 | 0.00% | ||
| 518 | Transamerica Financial Advisors, LLC | 1 | 1,000 | 0.00% | ||
| 519 | IBERIABANK CORP | 5 | 557 | 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.