| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MSI Financial Services Inc | 714 | 5,000 | 0.22% | ||
| 2 | TCI Wealth Advisors, Inc. | 1,055 | 7,000 | 0.31% | ||
| 3 | WELLS FARGO & COMPANY/MN | 1,451 | 9,000 | 0.40% | ||
| 4 | Creative Planning | 1,488 | 10,000 | 0.44% | ||
| 5 | Vantage Investment Advisors, LLC | 1,800 | 12,000 | 0.53% | ||
| 6 | GENEOS WEALTH MANAGEMENT INC. | 3,059 | 19,000 | 0.83% | ||
| 7 | UBS Group AG | 3,076 | 20,000 | 0.88% | ||
| 8 | ADVISOR GROUP, INC. | 8,000 | 52,000 | 2.28% | ||
| 9 | ROYAL BANK OF CANADA | 8,033 | 52,000 | 2.28% | ||
| 10 | BANK OF AMERICA CORP /DE/ | 10,793 | 70,000 | 3.08% | ||
| 11 | MORGAN STANLEY | 12,309 | 80,000 | 3.51% | ||
| 12 | RAYMOND JAMES & ASSOCIATES | 17,848 | 115,000 | 5.05% | ||
| 13 | LPL Financial LLC | 27,923 | 181,000 | 7.95% | ||
| 14 | Aviance Capital Partners, LLC | 38,455 | 248,000 | 10.90% | ||
| 15 | Raymond James Financial Services Advisors, Inc. | 84,330 | 545,000 | 23.95% | ||
| 16 | Advisors Asset Management, Inc. | 131,729 | 851,000 | 37.39% |
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.
