| # | % | |||||
|---|---|---|---|---|---|---|
| 901 | NewSquare Capital LLC | 16 | 5,000 | 0.00% | ||
| 902 | Simplicity Solutions, LLC | 13 | 4,413 | 0.00% | ||
| 903 | Regal Investment Advisors LLC | 12 | 4,000 | 0.00% | ||
| 904 | Edge Wealth Management LLC | 10 | 3,000 | 0.00% | ||
| 905 | PEOPLES FINANCIAL SERVICES CORP. | 10 | 3,000 | 0.00% | ||
| 906 | Exchange Capital Management, Inc. | 4 | 1,000 | 0.00% | ||
| 907 | MACROVIEW INVESTMENT MANAGEMENT LLC | 2 | 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.
