| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Main Management LLC | 123,247 | 13,178,000 | 65.80% | ||
| 2 | NewFocus Financial Group, LLC | 44,888 | 4,799,000 | 23.96% | ||
| 3 | Cetera Advisor Networks LLC | 7,217 | 772,000 | 3.85% | ||
| 4 | Cetera Advisors LLC | 4,779 | 515,000 | 2.57% | ||
| 5 | PARSONS CAPITAL MANAGEMENT INC/RI | 4,750 | 508,000 | 2.54% | ||
| 6 | DEARBORN PARTNERS LLC | 2,380 | 255,000 | 1.27% |
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.
