| # | % | |||||
|---|---|---|---|---|---|---|
| 301 | Stifel Trust Company, N.A. | 212 | 15,000 | 0.00% | ||
| 302 | Waverly Advisors, LLC | 211 | 14,000 | 0.00% | ||
| 303 | FIRST MANHATTAN CO. LLC. | 200 | 13,000 | 0.00% | ||
| 304 | Cornerstone Advisors, Inc. | 188 | 13,000 | 0.00% | ||
| 305 | MOTCO | 170 | 12,000 | 0.00% | ||
| 306 | ENTERPRISE FINANCIAL SERVICES CORP | 144 | 10,000 | 0.00% | ||
| 307 | COMMUNITY FINANCIAL SYSTEM, INC. | 150 | 10,000 | 0.00% | ||
| 308 | CT Financial Advisors LLC | 128 | 8,270 | 0.00% | ||
| 309 | ADIRONDACK TRUST CO | 100 | 7,000 | 0.00% | ||
| 310 | SIGNATUREFD, LLC | 102 | 7,000 | 0.00% | ||
| 311 | Sandy Spring Bank | 102 | 7,000 | 0.00% | ||
| 312 | Progressive Investment Management Corp | 92 | 6,000 | 0.00% | ||
| 313 | Bartlett & Co. LLC | 75 | 5,000 | 0.00% | ||
| 314 | FARMERS & MERCHANTS INVESTMENTS INC | 74 | 5,000 | 0.00% | ||
| 315 | Partnervest Advisory Services LLC | 50 | 3,000 | 0.00% | ||
| 316 | Barrett Asset Management, LLC | 50 | 3,000 | 0.00% | ||
| 317 | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 47 | 3,000 | 0.00% | ||
| 318 | DELTA ASSET MANAGEMENT LLC/TN | 20 | 1,000 | 0.00% | ||
| 319 | Gary Goldberg Planning Services Inc | 1 | 0 | 0.00% | ||
| 320 | DEUTSCHE BANK AG\ | 400 | 0 | 0.00% | Call |
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.