| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Main Management LLC | 133,478 | 14,900,000 | 66.12% | ||
| 2 | NewFocus Financial Group, LLC | 47,683 | 5,323,000 | 23.62% | ||
| 3 | Cetera Advisor Networks LLC | 7,402 | 825,000 | 3.66% | ||
| 4 | Cetera Advisors LLC | 5,987 | 668,000 | 2.96% | ||
| 5 | KCM INVESTMENT ADVISORS LLC | 2,500 | 279,000 | 1.24% | ||
| 6 | DEARBORN PARTNERS LLC | 2,465 | 275,000 | 1.22% | ||
| 7 | PARSONS CAPITAL MANAGEMENT INC/RI | 2,375 | 265,000 | 1.18% |
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.
