| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | JNBA Financial Advisors | 23,289 | 279,000 | 66.75% | ||
| 2 | US BANCORP \DE\ | 6,000 | 72,000 | 17.22% | ||
| 3 | ROYAL BANK OF CANADA | 3,000 | 36,000 | 8.61% | ||
| 4 | MORGAN STANLEY | 1,045 | 13,000 | 3.11% | ||
| 5 | Tower Research Capital LLC (TRC) | 880 | 11,000 | 2.63% | ||
| 6 | THOMPSON DAVIS & CO., INC. | 250 | 3,000 | 0.72% | ||
| 7 | BlackRock Investment Management, LLC | 154 | 2,000 | 0.48% | ||
| 8 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 120 | 1,000 | 0.24% | ||
| 9 | CITIGROUP INC | 100 | 1,000 | 0.24% |
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.
