| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Parallax Volatility Advisers, L.P. | 1 | 0 | 0.00% | ||
| 2 | Winslow, Evans & Crocker, Inc. | 150 | 5,417 | 0.00% | ||
| 3 | GENEOS WEALTH MANAGEMENT INC. | 196 | 7,000 | 0.00% | ||
| 4 | FineMark National Bank & Trust | 184 | 7,000 | 0.00% | ||
| 5 | MSI Financial Services Inc | 293 | 11,000 | 0.00% | ||
| 6 | MARK SHEPTOFF FINANCIAL PLANNING, LLC | 350 | 13,000 | 0.00% | ||
| 7 | IFP ADVISORS, INC | 385 | 14,000 | 0.00% | ||
| 8 | Creative Planning | 663 | 24,000 | 0.00% | ||
| 9 | Hudock, Inc. | 717 | 25,000 | 0.00% | ||
| 10 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 1,093 | 39,000 | 0.00% | ||
| 11 | BESSEMER GROUP INC | 1,325 | 48,000 | 0.00% | ||
| 12 | WELLS FARGO & COMPANY/MN | 1,642 | 59,000 | 0.01% | ||
| 13 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 1,886 | 68,000 | 0.01% | ||
| 14 | SIGNATUREFD, LLC | 2,286 | 83,000 | 0.01% | ||
| 15 | AMERICAN INTERNATIONAL GROUP, INC. | 2,478 | 89,000 | 0.01% | ||
| 16 | US BANCORP \DE\ | 2,500 | 90,000 | 0.01% | ||
| 17 | FIFTH THIRD BANCORP | 4,135 | 149,000 | 0.01% | ||
| 18 | LINCOLN NATIONAL CORP | 5,601 | 202,000 | 0.02% | ||
| 19 | Savant Capital, LLC | 5,962 | 215,000 | 0.02% | ||
| 20 | Cheviot Value Management, LLC | 6,310 | 228,000 | 0.02% | ||
| 21 | EVERMAY WEALTH MANAGEMENT LLC | 6,820 | 246,000 | 0.02% | ||
| 22 | FDx Advisors, Inc. | 7,076 | 256,000 | 0.02% | ||
| 23 | Commonwealth Equity Services, Inc | 7,198 | 260,000 | 0.02% | ||
| 24 | Ancora Advisors LLC | 8,100 | 292,000 | 0.03% | ||
| 25 | Baker Ellis Asset Management LLC | 8,530 | 308,000 | 0.03% | ||
| 26 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11,068 | 400,000 | 0.04% | ||
| 27 | SENTINEL TRUST CO LBA | 13,900 | 502,000 | 0.05% | ||
| 28 | OPPENHEIMER & CO INC | 16,093 | 581,000 | 0.05% | ||
| 29 | STIFEL FINANCIAL CORP | 16,836 | 608,000 | 0.06% | ||
| 30 | BROWN ADVISORY INC | 17,753 | 641,000 | 0.06% | ||
| 31 | Lenox Wealth Advisors, LLC | 29,157 | 1,053,000 | 0.10% | ||
| 32 | CITADEL ADVISORS LLC | 56,074 | 2,025,000 | 0.19% | ||
| 33 | LPL Financial LLC | 66,604 | 2,380,000 | 0.22% | ||
| 34 | MORGAN STANLEY | 72,433 | 2,616,000 | 0.24% | ||
| 35 | BANK OF AMERICA CORP /DE/ | 82,140 | 2,967,000 | 0.27% | ||
| 36 | Confluence Wealth Management LLC | 83,583 | 3,018,000 | 0.28% | ||
| 37 | Carnick & Kubik, LLC | 96,543 | 3,486,000 | 0.32% | ||
| 38 | GOLDMAN SACHS GROUP INC | 99,229 | 3,583,000 | 0.33% | ||
| 39 | ENVESTNET ASSET MANAGEMENT INC | 101,036 | 3,648,000 | 0.34% | ||
| 40 | ROYAL BANK OF CANADA | 140,332 | 5,067,000 | 0.47% | ||
| 41 | UBS Group AG | 189,493 | 6,842,000 | 0.63% | ||
| 42 | BB&T SECURITIES, LLC | 264,819 | 9,562,000 | 0.88% | ||
| 43 | Ledyard National Bank | 336,550 | 12,153,000 | 1.12% | ||
| 44 | GFS Advisors, LLC | 528,289 | 14,630,000 | 1.35% | ||
| 45 | USCA RIA LLC | 528,289 | 14,630,000 | 1.35% | ||
| 46 | Alaska Permanent Capital Management, LLC | 499,370 | 18,032,000 | 1.66% | ||
| 47 | Raymond James Financial Services Advisors, Inc. | 549,563 | 19,845,000 | 1.83% | ||
| 48 | RAYMOND JAMES & ASSOCIATES | 874,910 | 31,593,000 | 2.91% | ||
| 49 | RiverFront Investment Group, LLC | 3,461,780 | 125,004,000 | 11.53% | ||
| 50 | TIAA CREF TRUST CO FSB/MO | 4,593,184 | 165,860,000 | 15.30% |
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.
