| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ParenteBeard Wealth Management, LLC | 9,699 | 202,392,000 | 96.29% | ||
| 2 | Estabrook Capital Management | 71,725 | 3,437,062 | 1.64% | ||
| 3 | BEACON FINANCIAL GROUP | 54,159 | 2,615,000 | 1.24% | ||
| 4 | NORTHSTAR INVESTMENT ADVISORS LLC | 24,158 | 1,158,000 | 0.55% | ||
| 5 | Salient Capital Advisors, LLC | 10,359 | 496,000 | 0.24% | ||
| 6 | SIMPLEX TRADING, LLC | 1,741 | 83,000 | 0.04% | ||
| 7 | JNBA Financial Advisors | 32 | 2,000 | 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.
