| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CITIGROUP INC | 4,845 | 24,000 | 92.31% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 200 | 1,000 | 3.85% | ||
| 3 | MORGAN STANLEY | 209 | 1,000 | 3.85% | ||
| 4 | Tower Research Capital LLC (TRC) | 14 | 0 | 0.00% | ||
| 5 | Creative Planning | 2 | 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.