| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | JNBA Financial Advisors | 26,289 | 477,000 | 70.77% | ||
| 2 | US BANCORP \DE\ | 6,000 | 109,000 | 16.17% | ||
| 3 | Tower Research Capital LLC (TRC) | 1,734 | 31,000 | 4.60% | ||
| 4 | MORGAN STANLEY | 1,048 | 19,000 | 2.82% | ||
| 5 | UBS AG | 1,009 | 18,000 | 2.67% | ||
| 6 | Ground Swell Capital, LLC | 600 | 10,000 | 1.48% | ||
| 7 | THOMPSON DAVIS & CO., INC. | 250 | 5,000 | 0.74% | ||
| 8 | BlackRock Investment Management, LLC | 154 | 3,000 | 0.45% | ||
| 9 | BARCLAYS PLC | 100 | 2,000 | 0.30% |
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.
