| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Gradient Investments LLC | 121 | 1,000 | 0.01% | ||
| 2 | ROYAL BANK OF CANADA | 802 | 4,000 | 0.04% | ||
| 3 | GENEOS WEALTH MANAGEMENT INC. | 1,100 | 5,000 | 0.05% | ||
| 4 | Creative Planning | 1,000 | 5,000 | 0.05% | ||
| 5 | NEXT Financial Group, Inc | 1,790 | 9,000 | 0.09% | ||
| 6 | MOSAIC FAMILY WEALTH, LLC | 4,500 | 22,000 | 0.23% | ||
| 7 | WELLS FARGO & COMPANY/MN | 4,355 | 22,000 | 0.23% | ||
| 8 | IFP ADVISORS, INC | 10,127 | 51,000 | 0.53% | ||
| 9 | UBS Group AG | 10,258 | 52,000 | 0.54% | ||
| 10 | US BANCORP \DE\ | 12,439 | 62,000 | 0.64% | ||
| 11 | LPL Financial LLC | 14,178 | 69,000 | 0.71% | ||
| 12 | BANK OF AMERICA CORP /DE/ | 37,830 | 189,000 | 1.95% | ||
| 13 | ADVISOR GROUP, INC. | 40,147 | 201,000 | 2.08% | ||
| 14 | Windsor Capital Management, LLC | 303,758 | 1,515,000 | 15.65% | ||
| 15 | MORGAN STANLEY | 552,317 | 2,756,000 | 28.47% | ||
| 16 | GAMCO INVESTORS, INC. ET AL | 945,329 | 4,717,000 | 48.73% |
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.
