| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | Cordasco Financial Network | 664 | 12,000 | 0.01% | ||
| 52 | Creative Planning | 600 | 11,000 | 0.01% | ||
| 53 | CITIGROUP INC | 574 | 10,000 | 0.01% | ||
| 54 | Orion Porfolio Solutions, LLC | 247 | 4,000 | 0.00% | ||
| 55 | BANK OF MONTREAL /CAN/ | 175 | 3,000 | 0.00% | ||
| 56 | WFG Advisors, LP | 176 | 3,000 | 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.
