| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Efficient Market Advisors, LLC | 566,105 | 14,074,000 | 42.00% | ||
| 2 | Orion Porfolio Solutions, LLC | 228,903 | 5,691,000 | 16.98% | ||
| 3 | MORGAN STANLEY | 226,894 | 5,640,000 | 16.83% | ||
| 4 | HighTower Advisors, LLC | 86,247 | 2,144,000 | 6.40% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 52,812 | 1,313,000 | 3.92% | ||
| 6 | D.A. DAVIDSON & CO. | 33,608 | 835,000 | 2.49% | ||
| 7 | ROYAL BANK OF CANADA | 31,109 | 774,000 | 2.31% | ||
| 8 | JANE STREET GROUP, LLC | 25,309 | 629,000 | 1.88% | ||
| 9 | LPL Financial LLC | 22,993 | 572,000 | 1.71% | ||
| 10 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 19,003 | 472,000 | 1.41% | ||
| 11 | JPMORGAN CHASE & CO | 15,524 | 386,000 | 1.15% | ||
| 12 | ENVESTNET ASSET MANAGEMENT INC | 13,700 | 341,000 | 1.02% | ||
| 13 | Cambridge Investment Research Advisors, Inc. | 13,722 | 341,000 | 1.02% | ||
| 14 | OPPENHEIMER & CO INC | 8,500 | 211,000 | 0.63% | ||
| 15 | NEW ENGLAND SECURITIES CORP /MA/ | 2,700 | 67,000 | 0.20% | ||
| 16 | AMERICAN INTERNATIONAL GROUP, INC. | 475 | 11,809 | 0.04% | ||
| 17 | Private Advisor Group, LLC | 239 | 6,000 | 0.02% | ||
| 18 | AMERIPRISE FINANCIAL INC | 158 | 4,000 | 0.01% |
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.
