| # | % | |||||
|---|---|---|---|---|---|---|
| 101 | Creative Planning | 1,214 | 23,000 | 0.01% | ||
| 102 | VERSANT CAPITAL MANAGEMENT, INC | 1,273 | 23,000 | 0.01% | ||
| 103 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,138 | 22,000 | 0.01% | ||
| 104 | JPMORGAN CHASE & CO | 1,078 | 20,000 | 0.01% | ||
| 105 | US BANCORP \DE\ | 1,011 | 19,000 | 0.00% | ||
| 106 | RIVERHEAD CAPITAL MANAGEMENT LLC | 1,000 | 19,000 | 0.00% | ||
| 107 | IFP ADVISORS, INC | 973 | 18,000 | 0.00% | ||
| 108 | LS Investment Advisors, LLC | 848 | 16,000 | 0.00% | ||
| 109 | D.A. DAVIDSON & CO. | 786 | 14,000 | 0.00% | ||
| 110 | BARCLAYS PLC | 607 | 11,000 | 0.00% | ||
| 111 | Zurcher Kantonalbank (Zurich Cantonalbank) | 371 | 7,000 | 0.00% | ||
| 112 | BANK OF MONTREAL /CAN/ | 399 | 7,000 | 0.00% | ||
| 113 | SUTTON WEALTH ADVISORS INC. | 276 | 5,131 | 0.00% | ||
| 114 | ADVISOR GROUP, INC. | 203 | 4,000 | 0.00% | ||
| 115 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 125 | 2,000 | 0.00% | ||
| 116 | GENEOS WEALTH MANAGEMENT INC. | 100 | 1,000 | 0.00% | ||
| 117 | CUTLER GROUP LLC / CA | 73 | 1,000 | 0.00% | ||
| 118 | CUTLER GROUP LLC / CA | 500 | 0 | 0.00% | Call |
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.