| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | JNBA Financial Advisors | 26,089 | 380,000 | 74.80% | ||
| 2 | US BANCORP \DE\ | 6,000 | 87,000 | 17.13% | ||
| 3 | MORGAN STANLEY | 1,048 | 15,000 | 2.95% | ||
| 4 | Tower Research Capital LLC (TRC) | 977 | 14,000 | 2.76% | ||
| 5 | UBS Group AG | 366 | 6,000 | 1.18% | ||
| 6 | THOMPSON DAVIS & CO., INC. | 250 | 4,000 | 0.79% | ||
| 7 | BlackRock Investment Management, LLC | 154 | 2,000 | 0.39% |
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.
