| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | Orion Porfolio Solutions, LLC | 938 | 32,000 | 0.03% | ||
| 52 | Creative Planning | 800 | 28,000 | 0.02% | ||
| 53 | Winslow, Evans & Crocker, Inc. | 486 | 16,710 | 0.01% | ||
| 54 | INTEGRATED WEALTH MANAGEMENT | 417 | 14,000 | 0.01% | ||
| 55 | VALLEY NATIONAL ADVISERS INC | 307 | 11,000 | 0.01% | ||
| 56 | NEXT Financial Group, Inc | 300 | 10,000 | 0.01% | ||
| 57 | CWM, LLC | 290 | 10,000 | 0.01% | ||
| 58 | AlphaMark Advisors, LLC | 200 | 7,000 | 0.01% | SH | |
| 59 | Sandy Spring Bank | 135 | 5,000 | 0.00% | ||
| 60 | Financial Architects, Inc | 101 | 3,000 | 0.00% | ||
| 61 | PHYSICIANS FINANCIAL SERVICES, INC. | 100 | 3,000 | 0.00% | ||
| 62 | AllSquare Wealth Management LLC | 54 | 2,000 | 0.00% | ||
| 63 | JNBA Financial Advisors | 20 | 1,000 | 0.00% | ||
| 64 | SIGNATUREFD, LLC | 20 | 1,000 | 0.00% | ||
| 65 | Parallax Volatility Advisers, L.P. | 1 | 0 | 0.00% | ||
| 66 | BlackRock Finance, Inc. | 1 | 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.
