| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Beaumont Financial Partners, LLC | 928,619 | 26,986,000 | 43.18% | ||
| 2 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 557,474 | 16,200,000 | 25.92% | ||
| 3 | ENVESTNET ASSET MANAGEMENT INC | 269,630 | 7,835,000 | 12.54% | ||
| 4 | MORGAN STANLEY | 134,090 | 3,896,000 | 6.23% | ||
| 5 | ROYAL BANK OF CANADA | 50,264 | 1,461,000 | 2.34% | ||
| 6 | CITIGROUP INC | 50,000 | 1,453,000 | 2.32% | ||
| 7 | Commonwealth Equity Services, Inc | 41,001 | 1,191,000 | 1.91% | ||
| 8 | GOLDMAN SACHS GROUP INC | 39,601 | 1,151,000 | 1.84% | ||
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 27,643 | 803,000 | 1.28% | ||
| 10 | Argentus Capital Management, LLC | 20,031 | 582,000 | 0.93% | ||
| 11 | Jefferies Group LLC | 12,360 | 359,000 | 0.57% | ||
| 12 | Advisory Services Network, LLC | 9,621 | 280,000 | 0.45% | ||
| 13 | JANE STREET GROUP, LLC | 8,502 | 247,000 | 0.40% | ||
| 14 | Shamrock Asset Management LLC | 982 | 29,000 | 0.05% | ||
| 15 | Partnervest Advisory Services LLC | 216 | 6,000 | 0.01% | ||
| 16 | UBS AG | 200 | 6,000 | 0.01% | ||
| 17 | WFG Advisors, LP | 200 | 6,000 | 0.01% | ||
| 18 | Creative Planning | 200 | 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.
