| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | 28,908 | 131,000 | 74.01% | ||
| 2 | Endurance Wealth Management, Inc. | 10,000 | 46,000 | 25.99% | ||
| 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.