| # | % | |||||
|---|---|---|---|---|---|---|
| 501 | Creative Planning | 1,000 | 7,000 | 0.00% | Call | |
| 502 | Nelson Capital Management, LLC | 45 | 6,000 | 0.00% | ||
| 503 | Formidable Asset Management, LLC | 50 | 6,000 | 0.00% | ||
| 504 | SIGNATUREFD, LLC | 35 | 4,000 | 0.00% | ||
| 505 | Winslow Capital Management, LLC | 29 | 4,000 | 0.00% | ||
| 506 | Cowen Prime Services LLC | 26 | 3,000 | 0.00% | ||
| 507 | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 24 | 3,000 | 0.00% | ||
| 508 | HAHN CAPITAL MANAGEMENT LLC | 9 | 1,135 | 0.00% | ||
| 509 | FIRST NATIONAL BANK SIOUX FALLS | 10 | 1,000 | 0.00% | ||
| 510 | ASSETMARK, INC | 3 | 0 | 0.00% | ||
| 511 | Apriem Advisors | 0 | 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.
