| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ACG Wealth | 93,855 | 1,726,000 | 30.58% | ||
| 2 | D.A. DAVIDSON & CO. | 67,651 | 1,244,000 | 22.04% | ||
| 3 | MORGAN STANLEY | 51,079 | 940,000 | 16.65% | ||
| 4 | WELLS FARGO & COMPANY/MN | 39,896 | 734,000 | 13.00% | ||
| 5 | RAYMOND JAMES & ASSOCIATES | 26,549 | 488,000 | 8.65% | ||
| 6 | Virtu KCG Holdings LLC | 26,285 | 483,000 | 8.56% | ||
| 7 | UBS Group AG | 1,600 | 29,000 | 0.51% |
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.
