| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NEXT Financial Group, Inc | 18,000 | 4,000 | 53.97% | ||
| 2 | King Wealth Management Group | 11,500 | 3,000 | 40.48% | ||
| 3 | Credential Securities Inc. | 1,500 | 411 | 5.55% | ||
| 4 | SIMPLEX TRADING, LLC | 1,000 | 0 | 0.00% | ||
| 5 | GLENMEDE TRUST CO NA | 2,000 | 0 | 0.00% | ||
| 6 | TCI Wealth Advisors, Inc. | 1,200 | 0 | 0.00% | ||
| 7 | HOWE & RUSLING INC | 1,000 | 0 | 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.
