| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | US BANCORP \DE\ | 2,000 | 54,000 | 50.11% | ||
| 2 | WELLS FARGO & COMPANY/MN | 646 | 17,000 | 15.78% | ||
| 3 | MSI Financial Services Inc | 515 | 14,000 | 12.99% | ||
| 4 | AMERICAN INTERNATIONAL GROUP, INC. | 500 | 13,395 | 12.43% | ||
| 5 | B. Riley Wealth Advisors, Inc. | 200 | 5,358 | 4.97% | ||
| 6 | Ground Swell Capital, LLC | 147 | 4,000 | 3.71% |
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.
