| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | JNBA Financial Advisors | 26,289 | 662,000 | 60.73% | ||
| 2 | VANGUARD GROUP INC | 8,334 | 210,000 | 19.27% | ||
| 3 | US BANCORP \DE\ | 6,000 | 151,000 | 13.85% | ||
| 4 | MORGAN STANLEY | 1,048 | 26,000 | 2.39% | ||
| 5 | Tower Research Capital LLC (TRC) | 685 | 17,000 | 1.56% | ||
| 6 | WELLS FARGO & COMPANY/MN | 520 | 13,000 | 1.19% | ||
| 7 | UBS AG | 289 | 7,000 | 0.64% | ||
| 8 | BlackRock Investment Management, LLC | 154 | 4,000 | 0.37% | ||
| 9 | BANK OF AMERICA CORP /DE/ | 4 | 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.