| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PARALLEL ADVISORS, LLC | 0 | 0 | 0.00% | ||
| 2 | WELLS FARGO & COMPANY/MN | 850 | 6,000 | 0.22% | ||
| 3 | Creative Planning | 1,488 | 10,000 | 0.36% | ||
| 4 | GENEOS WEALTH MANAGEMENT INC. | 3,059 | 21,000 | 0.76% | ||
| 5 | UBS Group AG | 2,987 | 21,000 | 0.76% | ||
| 6 | ADVISOR GROUP, INC. | 8,000 | 56,000 | 2.04% | ||
| 7 | WOLVERINE ASSET MANAGEMENT LLC | 10,561 | 73,000 | 2.66% | ||
| 8 | BANK OF AMERICA CORP /DE/ | 10,793 | 75,000 | 2.73% | ||
| 9 | MORGAN STANLEY | 11,500 | 80,000 | 2.91% | ||
| 10 | RAYMOND JAMES & ASSOCIATES | 17,848 | 124,000 | 4.51% | ||
| 11 | ROYAL BANK OF CANADA | 20,686 | 144,000 | 5.24% | ||
| 12 | Aviance Capital Partners, LLC | 21,730 | 151,000 | 5.49% | ||
| 13 | DOLIVER ADVISORS, LP | 22,524 | 157,000 | 5.71% | ||
| 14 | LPL Financial LLC | 27,851 | 192,000 | 6.99% | ||
| 15 | Raymond James Financial Services Advisors, Inc. | 56,950 | 396,000 | 14.41% | ||
| 16 | Advisors Asset Management, Inc. | 73,694 | 512,000 | 18.63% | ||
| 17 | Shaker Financial Services, LLC | 104,974 | 730,000 | 26.56% |
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.
