| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | INTEGRATED WEALTH MANAGEMENT | 120 | 5,000 | 71.43% | ||
| 2 | TCI Wealth Advisors, Inc. | 18 | 1,000 | 14.29% | ||
| 3 | Focused Wealth Management, Inc | 25 | 1,000 | 14.29% |
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.
