| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | First Horizon Advisors, Inc. | 60 | 2,000 | 51.89% | ||
| 2 | AMERIPRISE FINANCIAL INC | 31 | 1,000 | 25.95% | ||
| 3 | Archford Capital Strategies, LLC | 23 | 854 | 22.16% |
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.