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FIDELITY
FIDELITY. Institutional holdings reported to the SEC.

Institutional Holders (2017Q2)
Portfolio Summary: 39 Institutional holders with a total value of $106,208,535.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 LADENBURG THALMANN FINANCIAL SERVICES INC. 684,214 34,327,000 32.32%
2 Orion Porfolio Solutions, LLC 498,661 25,003,000 23.54%
3 WealthTrust-Arizona, LLC 160,609 8,053,000 7.58%
4 Commonwealth Equity Services, Inc 160,495 8,047,000 7.58%
5 MARINER INDEPENDENT ADVISOR NETWORK, LLC 76,738 3,847,000 3.62%
6 Raymond James Financial Services Advisors, Inc. 68,554 3,437,000 3.24%
7 SUMMIT X, LLC 40,852 2,043,000 1.92%
8 COLONY GROUP LLC 40,419 2,027,000 1.91%
9 SUSQUEHANNA INTERNATIONAL GROUP, LLP 38,244 1,918,000 1.81%
10 MML INVESTORS SERVICES, INC. 37,816 1,896,000 1.79%
11 JPMORGAN CHASE & CO 37,509 1,881,000 1.77%
12 RWA WEALTH PARTNERS, LLC 36,922 1,851,000 1.74%
13 SPINNAKER TRUST 31,331 1,571,000 1.48%
14 HighTower Advisors, LLC 25,017 1,255,000 1.18%
15 Destination Wealth Management 20,793 1,043,000 0.98%
16 Advisory Services Network, LLC 18,610 933,000 0.88%
17 MANUFACTURERS LIFE INSURANCE COMPANY, THE 18,045 905,000 0.85%
18 Arete Wealth Advisors, LLC 17,979 901,000 0.85%
19 JOYN Advisors, Inc. 17,081 856,000 0.81%
20 CITADEL ADVISORS LLC 16,167 811,000 0.76%
21 Sigma Planning Corp 12,691 636,000 0.60%
22 BANK OF AMERICA CORP /DE/ 12,610 633,000 0.60%
23 LPL Financial LLC 9,431 473,000 0.45%
24 Traynor Capital Management, Inc. 8,846 443,000 0.42%
25 MORGAN STANLEY 7,723 388,000 0.37%
26 CREATIVE FINANCIAL DESIGNS INC /ADV 5,806 291,000 0.27%
27 Pure Financial Advisors, LLC 4,076 204,000 0.19%
28 UBS Group AG 2,857 143,000 0.13%
29 ROYAL BANK OF CANADA 2,644 133,000 0.13%
30 Glassman Wealth Services 1,985 100,000 0.09%
31 Ironwood Financial, llc 1,343 67,000 0.06%
32 Advisory Alpha, LLC 592 30,000 0.03%
33 WFG Advisors, LP 400 20,000 0.02%
34 Perigon Wealth Management, LLC 281 14,000 0.01%
35 Winslow, Evans & Crocker, Inc. 250 12,535 0.01%
36 WELLS FARGO & COMPANY/MN 215 11,000 0.01%
37 Creative Planning 64 3,000 0.00%
38 BlackRock Finance, Inc. 34 2,000 0.00%
39 CITIGROUP INC 1 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.