| # | % | |||||
|---|---|---|---|---|---|---|
| 401 | HOWE & RUSLING INC | 54 | 7,000 | 0.00% | ||
| 402 | Alexandria Capital, LLC | 55 | 7,000 | 0.00% | ||
| 403 | Sandy Spring Bank | 47 | 6,000 | 0.00% | ||
| 404 | ASSETMARK, INC | 46 | 6,000 | 0.00% | ||
| 405 | TCI Wealth Advisors, Inc. | 39 | 5,000 | 0.00% | ||
| 406 | Global X Management CO LLC | 26 | 3,000 | 0.00% | ||
| 407 | DELTA ASSET MANAGEMENT LLC/TN | 25 | 3,000 | 0.00% | ||
| 408 | HUNTINGTON NATIONAL BANK | 20 | 3,000 | 0.00% | ||
| 409 | INTEGRATED WEALTH MANAGEMENT | 20 | 3,000 | 0.00% | ||
| 410 | CENTRAL TRUST Co | 25 | 3,000 | 0.00% | ||
| 411 | Patten Group, Inc. | 20 | 2,647 | 0.00% | ||
| 412 | Plante Moran Financial Advisors, LLC | 15 | 2,000 | 0.00% | ||
| 413 | WELLS FARGO & COMPANY/MN | 400 | 2,000 | 0.00% | Put | |
| 414 | ADVANTAGE INVESTMENT MANAGEMENT, LLC | 11 | 1,000 | 0.00% | ||
| 415 | Tarbox Family Office, Inc. | 7 | 1,000 | 0.00% | ||
| 416 | SIGNATUREFD, LLC | 5 | 1,000 | 0.00% | ||
| 417 | MARK SHEPTOFF FINANCIAL PLANNING, LLC | 4 | 1,000 | 0.00% | ||
| 418 | Simplicity Solutions, LLC | 6 | 794 | 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.