| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DOMANI WEALTH, LLC | 206,820 | 9,658,000 | 74.91% | ||
| 2 | Aston Asset Management, LLC | 39,545 | 1,847,000 | 14.33% | ||
| 3 | NORTHSTAR INVESTMENT ADVISORS LLC | 14,180 | 662,000 | 5.13% | ||
| 4 | KELLEHER FINANCIAL ADVISORS | 7,350 | 343,000 | 2.66% | ||
| 5 | GROUP ONE TRADING LLC | 5,100 | 238,000 | 1.85% | ||
| 6 | Archford Capital Strategies, LLC | 2,895 | 135,000 | 1.05% | ||
| 7 | GENOVESE BURFORD & BROTHERS WEALTH & RETIREMENT PLAN MANAGEMENT, LLC | 200 | 9,000 | 0.07% | ||
| 8 | JNBA Financial Advisors | 32 | 1,000 | 0.01% |
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.
