| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | 10,840 | 274,000 | 85.09% | ||
| 2 | HIGH POINT BANK & TRUST CO | 1,000 | 25,000 | 7.76% | ||
| 3 | SHARKEY, HOWES & JAVER | 500 | 13,000 | 4.04% | ||
| 4 | TRUST CO OF VERMONT | 400 | 10,000 | 3.11% |
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.
