| # | % | |||||
|---|---|---|---|---|---|---|
| 201 | West Oak Capital, LLC | 53 | 2,151 | 0.00% | ||
| 202 | ENVESTNET ASSET MANAGEMENT INC | 42 | 2,000 | 0.00% | ||
| 203 | PRIVATE TRUST CO NA | 36 | 1,000 | 0.00% | ||
| 204 | Creative Planning | 15 | 1,000 | 0.00% | ||
| 205 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 20 | 1,000 | 0.00% | ||
| 206 | Carroll Financial Associates, Inc. | 10 | 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.
