| # | % | |||||
|---|---|---|---|---|---|---|
| 701 | Chicago Partners Investment Group LLC | 95 | 12,000 | 0.00% | ||
| 702 | Tarbox Family Office, Inc. | 97 | 12,000 | 0.00% | ||
| 703 | Lehman Financial Resources, Inc. | 90 | 11,000 | 0.00% | ||
| 704 | Financial Architects, Inc | 91 | 11,000 | 0.00% | ||
| 705 | TCI Wealth Advisors, Inc. | 83 | 10,000 | 0.00% | ||
| 706 | MassMutual Private Wealth & Trust, FSB | 70 | 8,797 | 0.00% | ||
| 707 | STANCORP INVESTMENT ADVISERS INC | 65 | 8,000 | 0.00% | ||
| 708 | Lenox Wealth Advisors, LLC | 55 | 7,000 | 0.00% | ||
| 709 | Cable Hill Partners, LLC | 52 | 7,000 | 0.00% | ||
| 710 | NEW ENGLAND SECURITIES CORP /MA/ | 50 | 6,000 | 0.00% | ||
| 711 | THOMPSON SIEGEL & WALMSLEY LLC | 50 | 6,000 | 0.00% | ||
| 712 | Whitnell & Co. | 48 | 6,000 | 0.00% | ||
| 713 | Vigilant Capital Management, LLC | 45 | 6,000 | 0.00% | ||
| 714 | AMERICAN NATIONAL BANK & TRUST | 49 | 6,000 | 0.00% | ||
| 715 | FARMERS TRUST CO | 44 | 5,635 | 0.00% | ||
| 716 | Catamount Wealth Management | 25 | 3,000 | 0.00% | ||
| 717 | Oakworth Capital, Inc. | 19 | 2,000 | 0.00% | ||
| 718 | Gradient Investments LLC | 10 | 1,000 | 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.