| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | STRATEGIC WEALTH MANAGEMENT INC | 144,429 | 8,783,000 | 89.67% | ||
| 2 | SOUTH TEXAS MONEY MANAGEMENT LTD | 5,936 | 361,000 | 3.69% | ||
| 3 | DONALDSON CAPITAL MANAGEMENT, LLC | 4,393 | 267,000 | 2.73% | ||
| 4 | MONETARY MANAGEMENT GROUP INC | 2,328 | 142,000 | 1.45% | ||
| 5 | MOTCO | 1,990 | 121,000 | 1.24% | ||
| 6 | HIGH POINT BANK & TRUST CO | 1,092 | 66,000 | 0.67% | ||
| 7 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 554 | 34,000 | 0.35% | ||
| 8 | WEALTHPLAN PARTNERS, LLC | 272 | 16,556 | 0.17% | ||
| 9 | REILLY FINANCIAL ADVISORS, LLC | 68 | 4,000 | 0.04% |
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.
