| # | % | |||||
|---|---|---|---|---|---|---|
| 851 | NEW YORK LIFE TRUST CO | 78 | 5,000 | 0.00% | ||
| 852 | ROPES WEALTH ADVISORS LLC | 70 | 4,000 | 0.00% | ||
| 853 | DUBUQUE BANK & TRUST CO | 65 | 4,000 | 0.00% | ||
| 854 | ISTHMUS PARTNERS, LLC | 69 | 4,000 | 0.00% | ||
| 855 | WEALTHCARE CAPITAL MANAGEMENT LLC | 60 | 4,000 | 0.00% | ||
| 856 | RISK PARADIGM GROUP, LLC | 59 | 3,559 | 0.00% | ||
| 857 | HOWE & RUSLING INC | 45 | 3,000 | 0.00% | ||
| 858 | SIGNATUREFD, LLC | 47 | 3,000 | 0.00% | ||
| 859 | TCI Wealth Advisors, Inc. | 48 | 3,000 | 0.00% | ||
| 860 | PINNACLE FINANCIAL PARTNERS INC | 52 | 3,000 | 0.00% | ||
| 861 | Klingman & Associates, LLC | 25 | 2,000 | 0.00% | ||
| 862 | Carroll Financial Associates, Inc. | 29 | 2,000 | 0.00% | ||
| 863 | Focused Wealth Management, Inc | 35 | 2,000 | 0.00% | ||
| 864 | CAPITAL GUARDIAN TRUST CO | 30 | 2,000 | 0.00% | ||
| 865 | AMERICAN NATIONAL BANK & TRUST | 17 | 1,000 | 0.00% | ||
| 866 | TORTOISE CAPITAL ADVISORS, L.L.C. | 14 | 1,000 | 0.00% | ||
| 867 | Tortoise Investment Management, LLC | 22 | 1,000 | 0.00% | ||
| 868 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 5 | 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.