| # | % | |||||
|---|---|---|---|---|---|---|
| 1101 | Kavar Capital Partners, LLC | 23 | 7,000 | 0.00% | ||
| 1102 | Avior Wealth Management, LLC | 20 | 6,000 | 0.00% | ||
| 1103 | First Personal Financial Services | 19 | 6,000 | 0.00% | ||
| 1104 | Focused Wealth Management, Inc | 18 | 6,000 | 0.00% | ||
| 1105 | PATHSTONE FAMILY OFFICE, LLC | 20 | 6,000 | 0.00% | ||
| 1106 | HARFST & ASSOCIATES, INC. | 16 | 5,000 | 0.00% | ||
| 1107 | NewSquare Capital LLC | 15 | 5,000 | 0.00% | ||
| 1108 | Orion Porfolio Solutions, LLC | 8 | 3,000 | 0.00% | ||
| 1109 | MOTCO | 10 | 3,000 | 0.00% | ||
| 1110 | Green Owl Capital Management, LLC | 13,000 | 3,000 | 0.00% | Put | |
| 1111 | Hedeker Wealth, LLC | 9 | 2,000 | 0.00% | ||
| 1112 | Transamerica Financial Advisors, LLC | 1 | 1,000 | 0.00% | ||
| 1113 | MINICHMACGREGOR WEALTH MANAGEMENT, LLC | 6 | 1,000 | 0.00% | ||
| 1114 | West Oak Capital, LLC | 3 | 938 | 0.00% | ||
| 1115 | Creative Planning | 200 | 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.
