| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ACG Wealth | 97,000 | 1,940,000 | 51.77% | ||
| 2 | RAYMOND JAMES & ASSOCIATES | 24,650 | 493,000 | 13.16% | ||
| 3 | Virtu KCG Holdings LLC | 21,703 | 434,000 | 11.58% | ||
| 4 | D.A. DAVIDSON & CO. | 20,523 | 410,000 | 10.94% | ||
| 5 | WELLS FARGO & COMPANY/MN | 14,850 | 297,000 | 7.93% | ||
| 6 | UBS Group AG | 8,639 | 173,000 | 4.62% | ||
| 7 | LADENBURG THALMANN FINANCIAL SERVICES 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.
