| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BENJAMIN F. EDWARDS & COMPANY, INC. | 1,900 | 49,000 | 81.83% | ||
| 2 | Genesis Wealth Advisors, LLC | 357 | 9,860 | 16.47% | ||
| 3 | NATIONAL PLANNING CORP | 40 | 1,020 | 1.70% |
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.
