| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Roof Eidam Maycock Peralta, LLC | 263,790 | 10,507,000 | 69.96% | ||
| 2 | Private Advisor Group, LLC | 49,085 | 1,955,000 | 13.02% | ||
| 3 | PALLADIEM, LLC | 25,145 | 1,002,000 | 6.67% | ||
| 4 | LPL Financial LLC | 12,986 | 518,000 | 3.45% | ||
| 5 | CREDIT SUISSE AG/ | 8,944 | 356,000 | 2.37% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 8,727 | 348,000 | 2.32% | ||
| 7 | Commonwealth Equity Services, Inc | 5,750 | 229,000 | 1.52% | ||
| 8 | Cordasco Financial Network | 1,225 | 49,000 | 0.33% | ||
| 9 | ROYAL BANK OF CANADA | 985 | 39,000 | 0.26% | ||
| 10 | Pinnacle Summer Investments, Inc. | 187 | 7,000 | 0.05% | ||
| 11 | Burt Wealth Advisors | 100 | 4,000 | 0.03% | ||
| 12 | Cowen Prime Services LLC | 100 | 4,000 | 0.03% |
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.
