| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HAYS ADVISORY LLC | 268,532 | 9,458,000 | 42.48% | ||
| 2 | Shamrock Asset Management LLC | 125,798 | 4,431,000 | 19.90% | ||
| 3 | First Horizon Advisors, Inc. | 76,206 | 2,683,000 | 12.05% | ||
| 4 | MORGAN STANLEY | 72,252 | 2,545,000 | 11.43% | ||
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 36,937 | 1,301,000 | 5.84% | ||
| 6 | JPMORGAN CHASE & CO | 19,616 | 691,000 | 3.10% | ||
| 7 | Visionary Asset Management, Inc. | 8,573 | 302,000 | 1.36% | ||
| 8 | Virtu KCG Holdings LLC | 7,350 | 259,000 | 1.16% | ||
| 9 | STEPHENS INC /AR/ | 6,665 | 235,000 | 1.06% | ||
| 10 | Independent Portfolio Consultants, Inc. | 4,180 | 147,000 | 0.66% | ||
| 11 | ENVESTNET ASSET MANAGEMENT INC | 2,100 | 74,000 | 0.33% | ||
| 12 | ROYAL BANK OF CANADA | 1,659 | 58,000 | 0.26% | ||
| 13 | Placemark Investments, Inc. | 1,336 | 47,000 | 0.21% | ||
| 14 | B. Riley Wealth Management, Inc. | 530 | 18,000 | 0.08% | ||
| 15 | UBS AG | 292 | 10,000 | 0.04% | ||
| 16 | AMERIPRISE FINANCIAL INC | 161 | 6,000 | 0.03% | ||
| 17 | Ground Swell Capital, LLC | 55 | 2,000 | 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.
