| # | % | |||||
|---|---|---|---|---|---|---|
| 401 | MassMutual Private Wealth & Trust, FSB | 28 | 2,971 | 0.00% | ||
| 402 | Aris Wealth Services, Inc. | 20 | 2,000 | 0.00% | ||
| 403 | MSI Financial Services Inc | 23 | 2,000 | 0.00% | ||
| 404 | INTEGRATED WEALTH MANAGEMENT | 13 | 1,000 | 0.00% | ||
| 405 | MARINER WEALTH ADVISORS-NYC, LLC | 7 | 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.
