| # | % | |||||
|---|---|---|---|---|---|---|
| 101 | Creative Planning | 641 | 8,000 | 0.00% | ||
| 102 | AMERIPRISE FINANCIAL INC | 700 | 8,000 | 0.00% | ||
| 103 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 500 | 6,000 | 0.00% | ||
| 104 | Trutina Financial LLC | 200 | 2,000 | 0.00% | ||
| 105 | MSI Financial Services Inc | 195 | 2,000 | 0.00% | ||
| 106 | Kavar Capital Partners, LLC | 136 | 1,000 | 0.00% | ||
| 107 | TORONTO DOMINION BANK | 79 | 1,000 | 0.00% | ||
| 108 | D.A. DAVIDSON & CO. | 2 | 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.