| # | % | |||||
|---|---|---|---|---|---|---|
| 301 | JNBA Financial Advisors | 104 | 9,000 | 0.00% | ||
| 302 | SECURITY NATIONAL TRUST CO | 100 | 8,000 | 0.00% | ||
| 303 | UBS Group AG | 100 | 8,000 | 0.00% | Call | |
| 304 | NewSquare Capital LLC | 100 | 8,000 | 0.00% | ||
| 305 | TOMPKINS FINANCIAL CORP | 83 | 7,000 | 0.00% | ||
| 306 | Gemmer Asset Management LLC | 78 | 7,000 | 0.00% | ||
| 307 | Ledyard National Bank | 70 | 6,000 | 0.00% | ||
| 308 | Advisory Services Network, LLC | 72 | 6,000 | 0.00% | ||
| 309 | CENTRAL TRUST Co | 74 | 6,000 | 0.00% | ||
| 310 | PEOPLES FINANCIAL SERVICES CORP. | 68 | 6,000 | 0.00% | ||
| 311 | First City Capital Management, Inc. | 62 | 5,210 | 0.00% | ||
| 312 | Archford Capital Strategies, LLC | 61 | 5,126 | 0.00% | ||
| 313 | MassMutual Private Wealth & Trust, FSB | 50 | 4,202 | 0.00% | ||
| 314 | North Star Investment Management Corp. | 51 | 4,000 | 0.00% | ||
| 315 | HOWE & RUSLING INC | 33 | 3,000 | 0.00% | ||
| 316 | Tower Research Capital LLC (TRC) | 32 | 3,000 | 0.00% | ||
| 317 | TCI Wealth Advisors, Inc. | 27 | 2,000 | 0.00% | ||
| 318 | BENJAMIN F. EDWARDS & COMPANY, INC. | 25 | 2,000 | 0.00% | ||
| 319 | WEALTHFRONT CORP | 17 | 1,000 | 0.00% | ||
| 320 | Ruggie Capital Group | 14 | 1,000 | 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.