| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SPECTRUM ADVISORY SERVICES INC | 38,350 | 1,874,000 | 49.26% | ||
| 2 | Partnervest Advisory Services LLC | 17,920 | 876,000 | 23.03% | ||
| 3 | HL FINANCIAL SERVICES LLC | 10,136 | 495,000 | 13.01% | ||
| 4 | M Holdings Securities, Inc. | 4,419 | 216,000 | 5.68% | ||
| 5 | LMR Partners LLP | 4,190 | 204,000 | 5.36% | ||
| 6 | TCI Wealth Advisors, Inc. | 1,120 | 55,000 | 1.45% | ||
| 7 | SECURITY NATIONAL TRUST CO | 500 | 24,000 | 0.63% | ||
| 8 | GROUP ONE TRADING LLC | 471 | 23,000 | 0.60% | ||
| 9 | Burt Wealth Advisors | 475 | 23,000 | 0.60% | ||
| 10 | Vantage Investment Advisors, LLC | 277 | 14,000 | 0.37% |
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.
