| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | COMMERCE BANK | 27,628 | 7,000 | 41.18% | ||
| 2 | Edge Wealth Management LLC | 16,425 | 4,000 | 23.53% | SH | |
| 3 | MYCIO WEALTH PARTNERS, LLC | 7,082 | 3,000 | 17.65% | ||
| 4 | Vantage Investment Advisors, LLC | 8,005 | 3,000 | 17.65% | ||
| 5 | TAYLOR WEALTH MANAGEMENT PARTNERS | 974 | 0 | 0.00% | ||
| 6 | WEALTHPLAN PARTNERS, LLC | 3,531 | 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.
