| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Shaker Financial Services, LLC | 473,740 | 2,516,000 | 81.95% | ||
| 2 | WOLVERINE ASSET MANAGEMENT LLC | 29,708 | 157,000 | 5.11% | ||
| 3 | MORGAN STANLEY | 17,022 | 90,000 | 2.93% | ||
| 4 | Commonwealth Equity Services, Inc | 13,696 | 73,000 | 2.38% | ||
| 5 | LPL Financial LLC | 10,804 | 57,000 | 1.86% | ||
| 6 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 10,468 | 56,000 | 1.82% | ||
| 7 | UBS Group AG | 4,950 | 26,000 | 0.85% | ||
| 8 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 4,777 | 25,000 | 0.81% | ||
| 9 | AMERICAN INTERNATIONAL GROUP, INC. | 3,461 | 19,000 | 0.62% | ||
| 10 | NEXT Financial Group, Inc | 3,524 | 18,000 | 0.59% | ||
| 11 | Creative Planning | 1,500 | 8,000 | 0.26% | ||
| 12 | WELLS FARGO & COMPANY/MN | 1,301 | 7,000 | 0.23% | ||
| 13 | Community Bank, N.A. | 1,000 | 5,000 | 0.16% | ||
| 14 | INTEGRATED WEALTH MANAGEMENT | 1,000 | 5,000 | 0.16% | ||
| 15 | IFP ADVISORS, INC | 1,000 | 5,000 | 0.16% | ||
| 16 | Tower Research Capital LLC (TRC) | 555 | 3,000 | 0.10% |
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.
