| # | % | |||||
|---|---|---|---|---|---|---|
| 801 | QCI ASSET MANAGEMENT INC/NY | 116 | 5,000 | 0.00% | ||
| 802 | TRUST CO | 100 | 5,000 | 0.00% | ||
| 803 | DEUTSCHE BANK AG\ | 109 | 5,000 | 0.00% | Call | |
| 804 | Joel Isaacson & Co., LLC | 98 | 5,000 | 0.00% | ||
| 805 | KELMAN-LAZAROV, INC. | 104 | 4,867 | 0.00% | ||
| 806 | REGAL WEALTH GROUP, INC. | 89 | 4,000 | 0.00% | ||
| 807 | Burt Wealth Advisors | 100 | 4,000 | 0.00% | ||
| 808 | Hartford Financial Management Inc. | 85 | 4,000 | 0.00% | ||
| 809 | DELPHI PRIVATE ADVISORS LLC | 84 | 4,000 | 0.00% | ||
| 810 | ARCADIA INVESTMENT MANAGEMENT CORP/MI | 50 | 2,000 | 0.00% | ||
| 811 | TOMPKINS FINANCIAL CORP | 36 | 2,000 | 0.00% | ||
| 812 | ASSETMARK, INC | 47 | 2,000 | 0.00% | ||
| 813 | Orion Porfolio Solutions, LLC | 26 | 1,000 | 0.00% | ||
| 814 | WELLS FARGO & COMPANY/MN | 900 | 0 | 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.