| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MassMutual Private Wealth & Trust, FSB | 323 | 195 | 100.00% | ||
| 2 | Focused Wealth Management, Inc | 18 | 0 | 0.00% | ||
| 3 | Brookstone Capital Management | 300 | 0 | 0.00% | ||
| 4 | SVB WEALTH LLC | 25,000 | 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.
