| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | 24,031 | 96,000 | 82.76% | ||
| 2 | Endurance Wealth Management, Inc. | 5,000 | 20,000 | 17.24% | ||
| 3 | MYCIO WEALTH PARTNERS, LLC | 79 | 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.
