| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | STATE STREET CORP | 26,038 | 4,000 | 57.14% | ||
| 2 | IFP ADVISORS, INC | 14,975 | 3,000 | 42.86% |
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.