| # | % | |||||
|---|---|---|---|---|---|---|
| 201 | DEUTSCHE BANK AG\ | 150 | 4,000 | 0.00% | Call | |
| 202 | SUMMIT SECURITIES GROUP LLC | 109 | 4,000 | 0.00% | ||
| 203 | Creative Planning | 102 | 3,000 | 0.00% | ||
| 204 | PRIVATE TRUST CO NA | 92 | 3,000 | 0.00% | ||
| 205 | BESSEMER GROUP INC | 54 | 2,000 | 0.00% | ||
| 206 | LAFFER TENGLER INVESTMENTS, INC. | 1 | 32 | 0.00% | ||
| 207 | ASSETMARK, INC | 12 | 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.