| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | ADVISOR GROUP, INC. | 4,115 | 56,000 | 0.06% | ||
| 52 | BANK OF MONTREAL /CAN/ | 4,000 | 55,000 | 0.06% | ||
| 53 | INTEGRATED WEALTH MANAGEMENT | 3,600 | 50,000 | 0.05% | ||
| 54 | MSI Financial Services Inc | 3,093 | 43,000 | 0.05% | ||
| 55 | Joel Isaacson & Co., LLC | 2,783 | 38,000 | 0.04% | ||
| 56 | Brick & Kyle, Associates | 2,525 | 35,000 | 0.04% | ||
| 57 | Advisory Services Network, LLC | 2,098 | 29,000 | 0.03% | ||
| 58 | GENEOS WEALTH MANAGEMENT INC. | 1,766 | 24,000 | 0.03% | ||
| 59 | BENJAMIN F. EDWARDS & COMPANY, INC. | 1,756 | 24,000 | 0.03% | ||
| 60 | CITY HOLDING CO | 1,260 | 17,000 | 0.02% | ||
| 61 | SECURITY NATIONAL TRUST CO | 1,000 | 14,000 | 0.01% | ||
| 62 | WHITTIER TRUST CO OF NEVADA INC | 950 | 13,000 | 0.01% | ||
| 63 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 872 | 12,000 | 0.01% | ||
| 64 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 500 | 7,000 | 0.01% |
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.
