| # | % | |||||
|---|---|---|---|---|---|---|
| 201 | First Personal Financial Services | 158 | 4,000 | 0.00% | ||
| 202 | ASSETMARK, INC | 132 | 4,000 | 0.00% | ||
| 203 | Advisory Services Network, LLC | 80 | 2,000 | 0.00% | ||
| 204 | FineMark National Bank & Trust | 48 | 1,000 | 0.00% | ||
| 205 | QS Investors, LLC | 10 | 1,000 | 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.