| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 341,630 | 256,000 | 44.06% | ||
| 2 | VANGUARD GROUP INC | 172,761 | 130,000 | 22.38% | ||
| 3 | PERKINS CAPITAL MANAGEMENT INC | 103,050 | 77,000 | 13.25% | ||
| 4 | Investors Capital Advisory Services | 38,250 | 28,000 | 4.82% | ||
| 5 | Virtu KCG Holdings LLC | 32,239 | 24,000 | 4.13% | ||
| 6 | CITADEL ADVISORS LLC | 28,049 | 21,000 | 3.61% | ||
| 7 | UBS Group AG | 20,144 | 15,000 | 2.58% | ||
| 8 | NOMURA HOLDINGS INC | 16,100 | 12,000 | 2.07% | ||
| 9 | Creative Planning | 13,165 | 10,000 | 1.72% | ||
| 10 | THOMPSON DAVIS & CO., INC. | 10,500 | 8,000 | 1.38% | ||
| 11 | Tower Research Capital LLC (TRC) | 28 | 0 | 0.00% | ||
| 12 | MORGAN STANLEY | 18 | 0 | 0.00% | ||
| 13 | CITIGROUP INC | 501 | 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.