| # | % | |||||
|---|---|---|---|---|---|---|
| 401 | First Personal Financial Services | 12 | 1,000 | 0.00% | ||
| 402 | FineMark National Bank & Trust | 9 | 1,000 | 0.00% | ||
| 403 | COLONY GROUP LLC | 7 | 1,000 | 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.