| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | SeaBridge Investment Advisors LLC | 8,910 | 100,000 | 0.12% | ||
| 52 | D.A. DAVIDSON & CO. | 5,000 | 56,000 | 0.07% | ||
| 53 | NEW ENGLAND SECURITIES CORP /MA/ | 4,975 | 56,000 | 0.07% | ||
| 54 | Creative Planning | 4,169 | 47,000 | 0.05% | ||
| 55 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2,625 | 30,000 | 0.03% | ||
| 56 | PNC FINANCIAL SERVICES GROUP, INC. | 2,000 | 22,000 | 0.03% | ||
| 57 | AMERICAN INTERNATIONAL GROUP, INC. | 1,700 | 19,159 | 0.02% | ||
| 58 | NEXT Financial Group, Inc | 1,564 | 18,000 | 0.02% | ||
| 59 | FIFTH THIRD BANCORP | 1,050 | 12,000 | 0.01% | ||
| 60 | Stratos Wealth Partners, LTD. | 459 | 5,173 | 0.01% | ||
| 61 | Edge Wealth Management LLC | 430 | 5,000 | 0.01% | ||
| 62 | CITIGROUP INC | 83 | 1,000 | 0.00% | ||
| 63 | Simplicity Solutions, LLC | 43 | 485 | 0.00% | ||
| 64 | B. Riley Wealth Management, Inc. | 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.
