| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Shaker Financial Services, LLC | 188,451 | 986,000 | 43.96% | ||
| 2 | CLOUGH CAPITAL PARTNERS L P | 90,400 | 473,000 | 21.09% | ||
| 3 | WOLVERINE ASSET MANAGEMENT LLC | 36,292 | 189,000 | 8.43% | ||
| 4 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 30,693 | 161,000 | 7.18% | ||
| 5 | CORNERSTONE ADVISORS INC | 17,190 | 90,000 | 4.01% | ||
| 6 | MORGAN STANLEY | 17,013 | 89,000 | 3.97% | ||
| 7 | Commonwealth Equity Services, Inc | 13,447 | 70,000 | 3.12% | ||
| 8 | DOLIVER ADVISORS, LP | 11,917 | 62,000 | 2.76% | ||
| 9 | UBS Group AG | 6,673 | 35,000 | 1.56% | ||
| 10 | AMERICAN INTERNATIONAL GROUP, INC. | 4,661 | 25,000 | 1.11% | ||
| 11 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 4,748 | 25,000 | 1.11% | ||
| 12 | US BANCORP \DE\ | 3,285 | 17,000 | 0.76% | ||
| 13 | Creative Planning | 1,500 | 8,000 | 0.36% | ||
| 14 | WELLS FARGO & COMPANY/MN | 1,302 | 7,000 | 0.31% | ||
| 15 | INTEGRATED WEALTH MANAGEMENT | 1,000 | 5,000 | 0.22% | ||
| 16 | BARCLAYS PLC | 126 | 1,000 | 0.04% | ||
| 17 | Windsor Capital Management, LLC | 0 | 0 | 0.00% |
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.
