| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LAUREL WEALTH ADVISORS, INC. | 44,633 | 1,000 | 98.62% | ||
| 2 | West Oak Capital, LLC | 600 | 14 | 1.38% | ||
| 3 | REILLY FINANCIAL ADVISORS, LLC | 200 | 0 | 0.00% | ||
| 4 | Lenox Wealth Management, Inc. | 170 | 0 | 0.00% | ||
| 5 | GLENMEDE TRUST CO NA | 1,200 | 0 | 0.00% | ||
| 6 | CapWealth Advisors, LLC | 9,000 | 0 | 0.00% | ||
| 7 | Crosspoint Capital Strategies, LLC | 100 | 0 | 0.00% | ||
| 8 | IFP ADVISORS, INC | 5,105 | 0 | 0.00% | ||
| 9 | ASSET DEDICATION, LLC | 1,000 | 0 | 0.00% | ||
| 10 | MassMutual Private Wealth & Trust, FSB | 0 | 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.
