| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Beaumont Financial Partners, LLC | 1,121,156 | 29,559,000 | 42.89% | ||
| 2 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 743,386 | 19,599,000 | 28.44% | ||
| 3 | ENVESTNET ASSET MANAGEMENT INC | 192,048 | 5,063,000 | 7.35% | ||
| 4 | Commonwealth Equity Services, Inc | 118,289 | 3,119,000 | 4.53% | ||
| 5 | GOLDMAN SACHS GROUP INC | 106,718 | 2,814,000 | 4.08% | ||
| 6 | BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 94,500 | 2,491,000 | 3.61% | ||
| 7 | MORGAN STANLEY | 76,730 | 2,023,000 | 2.94% | ||
| 8 | Virtu KCG Holdings LLC | 38,279 | 1,009,000 | 1.46% | ||
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 38,016 | 1,002,000 | 1.45% | ||
| 10 | Argentus Capital Management, LLC | 26,521 | 699,000 | 1.01% | ||
| 11 | SG Americas Securities, LLC | 16,362 | 431,000 | 0.63% | ||
| 12 | ROYAL BANK OF CANADA | 15,495 | 409,000 | 0.59% | ||
| 13 | JANE STREET GROUP, LLC | 15,003 | 396,000 | 0.57% | ||
| 14 | Advisory Services Network, LLC | 10,240 | 270,000 | 0.39% | ||
| 15 | BANK OF AMERICA CORP /DE/ | 688 | 18,000 | 0.03% | ||
| 16 | AMERIPRISE FINANCIAL INC | 500 | 13,000 | 0.02% | ||
| 17 | WFG Advisors, LP | 200 | 5,000 | 0.01% | ||
| 18 | Creative Planning | 200 | 5,000 | 0.01% | ||
| 19 | Shamrock Asset Management LLC | 0 | 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.
