| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 1,500,230 | 40,358,000 | 46.88% | ||
| 2 | Beaumont Financial Partners, LLC | 1,157,016 | 31,158,000 | 36.19% | ||
| 3 | ENVESTNET ASSET MANAGEMENT INC | 248,128 | 6,682,000 | 7.76% | ||
| 4 | BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 97,000 | 2,612,000 | 3.03% | ||
| 5 | Commonwealth Equity Services, Inc | 83,321 | 2,244,000 | 2.61% | ||
| 6 | Cambridge Investment Research Advisors, Inc. | 43,655 | 1,176,000 | 1.37% | ||
| 7 | Argentus Capital Management, LLC | 26,327 | 709,000 | 0.82% | ||
| 8 | Virtu KCG Holdings LLC | 16,832 | 453,000 | 0.53% | ||
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14,838 | 400,000 | 0.46% | ||
| 10 | MORGAN STANLEY | 7,017 | 189,000 | 0.22% | ||
| 11 | Creative Planning | 2,551 | 69,000 | 0.08% | ||
| 12 | BANK OF AMERICA CORP /DE/ | 686 | 18,000 | 0.02% | ||
| 13 | MSI Financial Services Inc | 400 | 11,000 | 0.01% | ||
| 14 | Winslow, Evans & Crocker, Inc. | 126 | 3,368 | 0.00% | ||
| 15 | AMERICAN INTERNATIONAL GROUP, INC. | 122 | 3,285 | 0.00% | ||
| 16 | Shamrock Asset Management LLC | 0 | 0 | 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.
