| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | Creative Planning | 3,385 | 52,000 | 0.04% | ||
| 52 | CITY HOLDING CO | 3,035 | 46,000 | 0.03% | ||
| 53 | SEI INVESTMENTS CO | 2,500 | 38,000 | 0.03% | ||
| 54 | PNC FINANCIAL SERVICES GROUP, INC. | 2,225 | 33,000 | 0.02% | ||
| 55 | FIRST INTERSTATE BANK | 1,700 | 26,000 | 0.02% | ||
| 56 | INTEGRATED WEALTH MANAGEMENT | 1,300 | 20,000 | 0.01% | ||
| 57 | Avior Wealth Management, LLC | 1,000 | 15,000 | 0.01% | ||
| 58 | D.A. DAVIDSON & CO. | 953 | 14,000 | 0.01% | ||
| 59 | CITIGROUP INC | 800 | 12,000 | 0.01% | ||
| 60 | Advisory Services Network, LLC | 600 | 9,000 | 0.01% | ||
| 61 | BRONFMAN E.L. ROTHSCHILD, L.P. | 578 | 9,000 | 0.01% | ||
| 62 | PENSERRA CAPITAL MANAGEMENT LLC | 397 | 6,000 | 0.00% | ||
| 63 | WEALTHPLAN PARTNERS, LLC | 365 | 5,566 | 0.00% | ||
| 64 | Thomas J. Herzfeld Advisors, Inc. | 250 | 4,000 | 0.00% | ||
| 65 | Carroll Financial Associates, Inc. | 313 | 4,000 | 0.00% | ||
| 66 | WOLVERINE TRADING LP /BD | 213 | 3,218 | 0.00% | ||
| 67 | Financial Architects, Inc | 200 | 3,000 | 0.00% | ||
| 68 | JACOBI CAPITAL MANAGEMENT LLC | 150 | 2,000 | 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.
