| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 293,442 | 417,000 | 90.20% | ||
| 2 | Creative Planning | 20,150 | 29,000 | 6.27% | ||
| 3 | GOLDMAN SACHS GROUP INC | 10,437 | 15,000 | 3.24% | ||
| 4 | Vantage Investment Advisors, LLC | 1,000 | 1,000 | 0.22% | ||
| 5 | B. Riley Wealth Advisors, Inc. | 225 | 320 | 0.07% | ||
| 6 | Tower Research Capital LLC (TRC) | 134 | 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.
