| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 700 | 4,000 | 33.33% | ||
| 2 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 775 | 4,000 | 33.33% | ||
| 3 | MORGAN STANLEY | 200 | 2,000 | 16.67% | ||
| 4 | ENTERPRISE FINANCIAL SERVICES CORP | 105 | 1,000 | 8.33% | ||
| 5 | Creative Planning | 118 | 1,000 | 8.33% | ||
| 6 | CUTLER GROUP LLC / CA | 53 | 0 | 0.00% | ||
| 7 | Tower Research Capital LLC (TRC) | 7 | 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.
