| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Shaker Financial Services, LLC | 542,977 | 2,894,000 | 81.50% | ||
| 2 | Raymond James Financial Services Advisors, Inc. | 27,807 | 148,000 | 4.17% | ||
| 3 | MORGAN STANLEY | 23,234 | 124,000 | 3.49% | ||
| 4 | WOLVERINE ASSET MANAGEMENT LLC | 14,927 | 79,000 | 2.22% | ||
| 5 | Commonwealth Equity Services, Inc | 13,952 | 74,000 | 2.08% | ||
| 6 | WEDBUSH SECURITIES INC | 11,512 | 61,000 | 1.72% | ||
| 7 | LPL Financial LLC | 10,804 | 57,000 | 1.61% | ||
| 8 | UBS Group AG | 7,920 | 42,000 | 1.18% | ||
| 9 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 4,808 | 26,000 | 0.73% | ||
| 10 | AMERICAN INTERNATIONAL GROUP, INC. | 3,461 | 19,000 | 0.54% | ||
| 11 | Creative Planning | 1,500 | 8,000 | 0.23% | ||
| 12 | WELLS FARGO & COMPANY/MN | 1,300 | 7,000 | 0.20% | ||
| 13 | Community Bank, N.A. | 1,000 | 5,000 | 0.14% | ||
| 14 | IFP ADVISORS, INC | 1,000 | 5,000 | 0.14% | ||
| 15 | BARCLAYS PLC | 117 | 1,000 | 0.03% | ||
| 16 | Tower Research Capital LLC (TRC) | 112 | 1,000 | 0.03% |
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.
