| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 545,904 | 10,656,000 | 46.32% | ||
| 2 | ACG Wealth | 498,665 | 9,734,000 | 42.31% | ||
| 3 | OPPENHEIMER & CO INC | 34,450 | 672,000 | 2.92% | ||
| 4 | JANE STREET GROUP, LLC | 21,837 | 426,000 | 1.85% | ||
| 5 | WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 2,913 | 299,000 | 1.30% | ||
| 6 | Partnervest Advisory Services LLC | 11,550 | 225,000 | 0.98% | ||
| 7 | WEDBUSH SECURITIES INC | 11,455 | 224,000 | 0.97% | ||
| 8 | Investors Capital Advisory Services | 11,000 | 214,000 | 0.93% | ||
| 9 | AMERIPRISE FINANCIAL INC | 7,950 | 155,000 | 0.67% | ||
| 10 | Manchester Capital Management LLC | 1,166 | 119,000 | 0.52% | ||
| 11 | BOSTON PRIVATE BANK & TRUST CO | 5,000 | 98,000 | 0.43% | ||
| 12 | NEXT Financial Group, Inc | 2,950 | 54,000 | 0.23% | ||
| 13 | UBS AG | 2,475 | 48,000 | 0.21% | ||
| 14 | WFG Advisors, LP | 2,198 | 43,000 | 0.19% | ||
| 15 | WELLS FARGO & COMPANY/MN | 2,000 | 39,000 | 0.17% |
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.
