| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Winfield Associates, Inc. | 810 | 82,000 | 86.32% | ||
| 2 | IFP ADVISORS, INC | 126 | 13,000 | 13.68% |
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.
