| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Beaumont Financial Partners, LLC | 925,146 | 26,986,000 | 42.39% | ||
| 2 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 556,824 | 16,242,000 | 25.51% | ||
| 3 | ENVESTNET ASSET MANAGEMENT INC | 269,501 | 7,861,000 | 12.35% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 112,998 | 3,296,000 | 5.18% | ||
| 5 | Orion Porfolio Solutions, LLC | 71,000 | 2,071,000 | 3.25% | ||
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 45,389 | 1,324,000 | 2.08% | ||
| 7 | MORGAN STANLEY | 44,448 | 1,297,000 | 2.04% | ||
| 8 | JANE STREET GROUP, LLC | 35,112 | 1,024,000 | 1.61% | ||
| 9 | Commonwealth Equity Services, Inc | 34,888 | 1,018,000 | 1.60% | ||
| 10 | Rehmann Capital Advisory Group | 32,533 | 949,000 | 1.49% | ||
| 11 | Argentus Capital Management, LLC | 20,031 | 584,000 | 0.92% | ||
| 12 | KMS FINANCIAL SERVICES, INC | 16,523 | 482,000 | 0.76% | ||
| 13 | RAND WEALTH, LLC | 7,692 | 224,000 | 0.35% | ||
| 14 | Jefferies Group LLC | 7,349 | 214,000 | 0.34% | ||
| 15 | Shamrock Asset Management LLC | 2,856 | 83,000 | 0.13% | ||
| 16 | Creative Planning | 198 | 6,000 | 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.
