| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 2 | 0 | 0.00% | ||
| 2 | MORGAN STANLEY | 3 | 0 | 0.00% | ||
| 3 | Tower Research Capital LLC (TRC) | 42 | 1,000 | 0.19% | ||
| 4 | JFS WEALTH ADVISORS, LLC | 2,100 | 53,000 | 10.15% | ||
| 5 | Creative Planning | 3,416 | 86,000 | 16.48% | ||
| 6 | Minerva Advisors LLC | 15,359 | 382,000 | 73.18% |
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.
