| # | % | |||||
|---|---|---|---|---|---|---|
| 101 | DUNCKER STREETT & CO INC | 500 | 9,000 | 0.01% | ||
| 102 | Institute for Wealth Management, LLC. | 448 | 8,000 | 0.01% | ||
| 103 | WEALTHFRONT CORP | 140 | 3,000 | 0.00% | ||
| 104 | UBS AG | 100 | 2,000 | 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.