| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 986 | 2,000 | 100.00% | ||
| 2 | DEUTSCHE BANK AG\ | 2 | 0 | 0.00% | ||
| 3 | CUTLER GROUP LLC / CA | 20 | 0 | 0.00% | ||
| 4 | Creative Planning | 135 | 0 | 0.00% | ||
| 5 | ADVISOR GROUP, INC. | 1 | 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.
