| # | % | |||||
|---|---|---|---|---|---|---|
| 551 | WEALTHFRONT CORP | 13 | 4,000 | 0.00% | ||
| 552 | Stanford Investment Group, Inc. | 14 | 4,000 | 0.00% | ||
| 553 | Tradewinds Capital Management, LLC | 10 | 3,000 | 0.00% | ||
| 554 | NewSquare Capital LLC | 7 | 2,000 | 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.