| # | % | |||||
|---|---|---|---|---|---|---|
| 301 | ASSETMARK, INC | 1 | 0 | 0.00% | ||
| 302 | Shamrock Asset Management LLC | 1 | 0 | 0.00% | ||
| 303 | OPTIMUM INVESTMENT ADVISORS | 6 | 0 | 0.00% | ||
| 304 | Apriem Advisors | 4 | 0 | 0.00% | ||
| 305 | Joel Isaacson & Co., LLC | 5 | 0 | 0.00% | ||
| 306 | FRED ALGER MANAGEMENT, LLC | 7 | 0 | 0.00% | ||
| 307 | Ledyard National Bank | 1 | 0 | 0.00% | ||
| 308 | Regal Investment Advisors LLC | 5 | 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.
