| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HighPoint Advisor Group LLC | 1,662 | 213,000 | 87.65% | ||
| 2 | TCI Wealth Advisors, Inc. | 238 | 30,000 | 12.35% |
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.
