| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Point View Wealth Management, Inc. | 23,531 | 90,000 | 98.84% | ||
| 2 | REGAL WEALTH GROUP, INC. | 139 | 1,000 | 1.10% | ||
| 3 | Patten Group, Inc. | 15 | 57 | 0.06% | ||
| 4 | MYCIO WEALTH PARTNERS, LLC | 9 | 0 | 0.00% | ||
| 5 | Lowe Wealth Advisors, LLC | 65 | 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.
