| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | CHARTIST INC /CA/ | 12,000 | 260,000 | 0.08% | ||
| 52 | J.P. Morgan Private Wealth Advisors LLC | 11,080 | 235,000 | 0.07% | ||
| 53 | FIRST FOUNDATION ADVISORS | 10,705 | 227,000 | 0.07% | ||
| 54 | Tower Research Capital LLC (TRC) | 9,446 | 200,000 | 0.06% | ||
| 55 | Jacobus Wealth Management, Inc. | 6,300 | 134,000 | 0.04% | ||
| 56 | PNC FINANCIAL SERVICES GROUP, INC. | 5,860 | 124,000 | 0.04% | ||
| 57 | US BANCORP \DE\ | 2,723 | 58,000 | 0.02% | ||
| 58 | Winslow, Evans & Crocker, Inc. | 2,000 | 42,440 | 0.01% | ||
| 59 | THOMPSON DAVIS & CO., INC. | 2,000 | 42,000 | 0.01% | ||
| 60 | D.A. DAVIDSON & CO. | 1,500 | 31,000 | 0.01% | ||
| 61 | MSI Financial Services Inc | 1,469 | 31,000 | 0.01% | ||
| 62 | B. Riley Wealth Management, Inc. | 1,395 | 30,000 | 0.01% | ||
| 63 | AMERICAN INTERNATIONAL GROUP, INC. | 1,150 | 24,403 | 0.01% | ||
| 64 | Paradigm Financial Advisors, LLC | 900 | 19,000 | 0.01% | ||
| 65 | FIFTH THIRD BANCORP | 526 | 11,000 | 0.00% | ||
| 66 | NEW ENGLAND SECURITIES CORP /MA/ | 500 | 11,000 | 0.00% | ||
| 67 | FARMERS & MERCHANTS INVESTMENTS INC | 300 | 6,000 | 0.00% | ||
| 68 | WASHINGTON TRUST BANK | 240 | 5,000 | 0.00% | ||
| 69 | MUFG Americas Holdings Corp | 172 | 4,000 | 0.00% | ||
| 70 | Creative Planning | 100 | 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.
