| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 341,630 | 317,000 | 40.59% | ||
| 2 | VANGUARD GROUP INC | 172,761 | 160,000 | 20.49% | ||
| 3 | PERKINS CAPITAL MANAGEMENT INC | 160,250 | 148,000 | 18.95% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 62,334 | 58,000 | 7.43% | ||
| 5 | Virtu KCG Holdings LLC | 45,226 | 42,000 | 5.38% | ||
| 6 | Investors Capital Advisory Services | 22,250 | 20,000 | 2.56% | ||
| 7 | TWO SIGMA SECURITIES, LLC | 17,923 | 17,000 | 2.18% | ||
| 8 | Creative Planning | 13,165 | 12,000 | 1.54% | ||
| 9 | UBS Group AG | 6,367 | 6,000 | 0.77% | ||
| 10 | Tower Research Capital LLC (TRC) | 627 | 1,000 | 0.13% |
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.
