| # | % | |||||
|---|---|---|---|---|---|---|
| 101 | Creative Planning | 744 | 19,000 | 0.00% | ||
| 102 | US BANCORP \DE\ | 700 | 18,000 | 0.00% | ||
| 103 | PRIVATE TRUST CO NA | 714 | 18,000 | 0.00% | ||
| 104 | NEW ENGLAND SECURITIES CORP /MA/ | 500 | 13,000 | 0.00% | ||
| 105 | MSI Financial Services Inc | 471 | 12,000 | 0.00% | ||
| 106 | Capital Advisors, Ltd. LLC | 377 | 10,000 | 0.00% | ||
| 107 | FineMark National Bank & Trust | 390 | 10,000 | 0.00% | ||
| 108 | PALLADIUM PARTNERS LLC | 100 | 3,000 | 0.00% | ||
| 109 | LifePlan Financial Group, Inc | 14 | 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.
