| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Beaumont Financial Partners, LLC | 946,662 | 27,340,000 | 41.10% | ||
| 2 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 867,958 | 25,067,000 | 37.68% | ||
| 3 | ENVESTNET ASSET MANAGEMENT INC | 274,656 | 7,932,000 | 11.92% | ||
| 4 | Commonwealth Equity Services, Inc | 85,356 | 2,465,000 | 3.71% | ||
| 5 | MORGAN STANLEY | 50,482 | 1,458,000 | 2.19% | ||
| 6 | Argentus Capital Management, LLC | 19,633 | 567,000 | 0.85% | ||
| 7 | Concert Wealth Management Inc. | 17,019 | 484,000 | 0.73% | ||
| 8 | BANK OF AMERICA CORP /DE/ | 11,575 | 334,000 | 0.50% | ||
| 9 | UBS AG | 10,801 | 312,000 | 0.47% | ||
| 10 | HighTower Advisors, LLC | 10,000 | 289,000 | 0.43% | ||
| 11 | JANE STREET GROUP, LLC | 8,953 | 259,000 | 0.39% | ||
| 12 | Shamrock Asset Management LLC | 327 | 9,000 | 0.01% | ||
| 13 | WFG Advisors, LP | 200 | 6,000 | 0.01% | ||
| 14 | Creative Planning | 197 | 6,000 | 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.
