| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | AMERIPRISE FINANCIAL INC | 11,528 | 148,000 | 0.14% | ||
| 52 | TWIN FOCUS CAPITAL PARTNERS, LLC | 10,233 | 131,000 | 0.13% | ||
| 53 | Clear Harbor Asset Management, LLC | 10,150 | 130,000 | 0.13% | ||
| 54 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 9,819 | 126,000 | 0.12% | ||
| 55 | M&R CAPITAL MANAGEMENT INC | 4,713 | 60,000 | 0.06% | ||
| 56 | Creative Planning | 4,630 | 59,000 | 0.06% | ||
| 57 | BANK OF MONTREAL /CAN/ | 2,741 | 35,000 | 0.03% | ||
| 58 | FIFTH THIRD BANCORP | 1,780 | 23,000 | 0.02% | ||
| 59 | WHITTIER TRUST CO | 1,802 | 23,000 | 0.02% | ||
| 60 | Winfield Associates, Inc. | 1,400 | 18,000 | 0.02% | ||
| 61 | TOMPKINS FINANCIAL CORP | 1,318 | 17,000 | 0.02% | ||
| 62 | DEUTSCHE BANK AG\ | 1,292 | 16,000 | 0.02% | ||
| 63 | Barrett Asset Management, LLC | 1,240 | 16,000 | 0.02% | ||
| 64 | BENJAMIN F. EDWARDS & COMPANY, INC. | 1,055 | 14,000 | 0.01% | ||
| 65 | PNC FINANCIAL SERVICES GROUP, INC. | 740 | 10,000 | 0.01% | ||
| 66 | MASCOMA WEALTH MANAGEMENT LLC | 405 | 5,000 | 0.00% | ||
| 67 | NORTHERN TRUST CORP | 14,897 | 2,000 | 0.00% | ||
| 68 | IFP ADVISORS, INC | 5 | 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.
