| # | % | |||||
|---|---|---|---|---|---|---|
| 201 | First Personal Financial Services | 98 | 7,000 | 0.00% | ||
| 202 | BANK OF MONTREAL /CAN/ | 74 | 6,000 | 0.00% | ||
| 203 | PARALLEL ADVISORS, LLC | 51 | 4,000 | 0.00% | ||
| 204 | Creative Planning | 38 | 3,000 | 0.00% | ||
| 205 | QS Investors, LLC | 5 | 1,000 | 0.00% | ||
| 206 | PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC | 15 | 1,000 | 0.00% | ||
| 207 | QUADRANT CAPITAL GROUP LLC | 17 | 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.
