| # | % | |||||
|---|---|---|---|---|---|---|
| 401 | HEFTY WEALTH PARTNERS | 23 | 2,000 | 0.00% | ||
| 402 | Tarbox Family Office, Inc. | 19 | 2,000 | 0.00% | ||
| 403 | WFG Advisors, LP | 7 | 1,000 | 0.00% | ||
| 404 | WASHINGTON TRUST BANK | 9 | 1,000 | 0.00% | ||
| 405 | KANALY TRUST CO | 12 | 1,000 | 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.
