| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | JNBA Financial Advisors | 26,289 | 657,000 | 76.48% | ||
| 2 | US BANCORP \DE\ | 6,000 | 150,000 | 17.46% | ||
| 3 | MORGAN STANLEY | 1,048 | 26,000 | 3.03% | ||
| 4 | WELLS FARGO & COMPANY/MN | 520 | 13,000 | 1.51% | ||
| 5 | Tower Research Capital LLC (TRC) | 534 | 13,000 | 1.51% |
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.
