| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CITIGROUP INC | 12 | 0 | 0.00% | ||
| 2 | MORGAN STANLEY | 4 | 0 | 0.00% | ||
| 3 | WELLS FARGO & COMPANY/MN | 1 | 0 | 0.00% | ||
| 4 | BlackRock Investment Management, LLC | 231 | 5,000 | 0.15% | ||
| 5 | Tower Research Capital LLC (TRC) | 693 | 16,000 | 0.49% | ||
| 6 | JFS WEALTH ADVISORS, LLC | 2,100 | 48,000 | 1.46% | ||
| 7 | UBS Group AG | 2,300 | 53,000 | 1.61% | ||
| 8 | Creative Planning | 5,843 | 134,000 | 4.07% | ||
| 9 | Minerva Advisors LLC | 15,359 | 353,000 | 10.72% | ||
| 10 | BANC FUNDS CO LLC | 117,207 | 2,684,000 | 81.51% |
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.
