| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SignalPoint Asset Management, LLC | 118,270 | 4,829,000 | 20.36% | ||
| 2 | UBS AG | 102,626 | 4,190,000 | 17.67% | ||
| 3 | MORGAN STANLEY | 89,904 | 3,670,000 | 15.48% | ||
| 4 | RAYMOND JAMES & ASSOCIATES | 74,762 | 3,053,000 | 12.87% | ||
| 5 | WELLS FARGO & COMPANY/MN | 57,881 | 2,364,000 | 9.97% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 53,116 | 2,169,000 | 9.15% | ||
| 7 | ENVESTNET ASSET MANAGEMENT INC | 29,346 | 1,198,000 | 5.05% | ||
| 8 | Virtu KCG Holdings LLC | 21,762 | 889,000 | 3.75% | ||
| 9 | LPL Financial LLC | 15,068 | 615,000 | 2.59% | ||
| 10 | Freedom Investment Management, Inc. | 5,956 | 243,000 | 1.02% | ||
| 11 | MSI Financial Services Inc | 5,123 | 209,000 | 0.88% | ||
| 12 | ROYAL BANK OF CANADA | 2,584 | 106,000 | 0.45% | ||
| 13 | AMERIPRISE FINANCIAL INC | 2,015 | 82,000 | 0.35% | ||
| 14 | DEUTSCHE BANK AG\ | 1,200 | 48,000 | 0.20% | ||
| 15 | Madden Advisory Services, Inc. | 888 | 36,000 | 0.15% | ||
| 16 | AMERICAN INTERNATIONAL GROUP, INC. | 268 | 10,942 | 0.05% | ||
| 17 | CITIGROUP INC | 30 | 1,000 | 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.
