| # | % | |||||
|---|---|---|---|---|---|---|
| 551 | Independent Portfolio Consultants, Inc. | 14 | 2,000 | 0.00% | ||
| 552 | Lenox Wealth Advisors, LLC | 9 | 1,000 | 0.00% | ||
| 553 | Plante Moran Financial Advisors, LLC | 3 | 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.