| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HAYS ADVISORY LLC | 1,416,047 | 48,316,000 | 75.34% | ||
| 2 | First Horizon Advisors, Inc. | 233,752 | 8,005,000 | 12.48% | ||
| 3 | MORGAN STANLEY | 91,760 | 3,131,000 | 4.88% | ||
| 4 | STIFEL FINANCIAL CORP | 50,561 | 1,725,000 | 2.69% | ||
| 5 | JPMORGAN CHASE & CO | 39,439 | 1,346,000 | 2.10% | ||
| 6 | ENVESTNET ASSET MANAGEMENT INC | 26,294 | 897,000 | 1.40% | ||
| 7 | Visionary Asset Management, Inc. | 8,109 | 277,000 | 0.43% | ||
| 8 | LPL Financial LLC | 6,936 | 237,000 | 0.37% | ||
| 9 | B. Riley Wealth Management, Inc. | 2,340 | 80,000 | 0.12% | ||
| 10 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 1,560 | 53,000 | 0.08% | ||
| 11 | AMERICAN INTERNATIONAL GROUP, INC. | 983 | 33,540 | 0.05% | ||
| 12 | ROYAL BANK OF CANADA | 400 | 14,000 | 0.02% | ||
| 13 | WFG Advisors, LP | 200 | 7,000 | 0.01% | ||
| 14 | Tower Research Capital LLC (TRC) | 75 | 3,000 | 0.00% | ||
| 15 | UBS AG | 52 | 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.
