| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 138,217 | 13,882,000 | 38.88% | ||
| 2 | O'BRIEN WEALTH PARTNERS LLC | 46,260 | 4,643,000 | 13.00% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 38,430 | 3,857,000 | 10.80% | ||
| 4 | CEDAR WEALTH MANAGEMENT, LLC | 32,311 | 3,243,000 | 9.08% | ||
| 5 | HOWLAND CAPITAL MANAGEMENT LLC | 30,431 | 3,054,000 | 8.55% | ||
| 6 | UBS Group AG | 21,932 | 2,201,000 | 6.16% | ||
| 7 | GREAT AMERICAN GROUP, INC. | 10,177 | 1,021,000 | 2.86% | ||
| 8 | WELLS FARGO & COMPANY/MN | 7,715 | 774,000 | 2.17% | ||
| 9 | MORGAN STANLEY | 6,980 | 701,000 | 1.96% | ||
| 10 | Capital Advisors, Ltd. LLC | 6,587 | 661,000 | 1.85% | ||
| 11 | ROYAL BANK OF CANADA | 6,398 | 642,000 | 1.80% | ||
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4,199 | 421,000 | 1.18% | ||
| 13 | LPL Financial LLC | 3,195 | 320,000 | 0.90% | ||
| 14 | ASSET PLANNING SERVICES, LTD. | 1,232 | 124,000 | 0.35% | ||
| 15 | JPMORGAN CHASE & CO | 1,187 | 119,000 | 0.33% | ||
| 16 | SARGENT BICKHAM LAGUDIS LLC | 305 | 31,000 | 0.09% | ||
| 17 | ADVISOR GROUP, INC. | 48 | 5,000 | 0.01% | ||
| 18 | CREATIVE FINANCIAL DESIGNS INC /ADV | 29 | 3,000 | 0.01% | ||
| 19 | Parallax Volatility Advisers, L.P. | 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.
