| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | JNBA Financial Advisors | 906,220 | 29,470,000 | 90.98% | ||
| 2 | CAHILL FINANCIAL ADVISORS INC | 58,504 | 1,903,000 | 5.88% | ||
| 3 | Mengis Capital Management, Inc. | 30,600 | 995,000 | 3.07% | ||
| 4 | Gemmer Asset Management LLC | 700 | 23,000 | 0.07% |
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.
