| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CREATIVE FINANCIAL DESIGNS INC /ADV | 450 | 9,000 | 40.91% | ||
| 2 | MSI Financial Services Inc | 330 | 7,000 | 31.82% | ||
| 3 | WELLS FARGO & COMPANY/MN | 314 | 6,000 | 27.27% |
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.
