| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | JNBA Financial Advisors | 23,289 | 373,000 | 71.18% | ||
| 2 | US BANCORP \DE\ | 6,000 | 93,000 | 17.75% | ||
| 3 | Tower Research Capital LLC (TRC) | 2,225 | 35,000 | 6.68% | ||
| 4 | MORGAN STANLEY | 1,048 | 17,000 | 3.24% | ||
| 5 | THOMPSON DAVIS & CO., INC. | 250 | 4,000 | 0.76% | ||
| 6 | BlackRock Investment Management, LLC | 154 | 2,000 | 0.38% | ||
| 7 | CITIGROUP INC | 30 | 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.
