| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CT Financial Advisors LLC | 1,000 | 142 | 100.00% | ||
| 2 | REILLY FINANCIAL ADVISORS, LLC | 100 | 0 | 0.00% | ||
| 3 | Progressive Investment Management Corp | 150 | 0 | 0.00% | ||
| 4 | Winfield Associates, Inc. | 50 | 0 | 0.00% | ||
| 5 | Avior Wealth Management, LLC | 400 | 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.
