| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SignalPoint Asset Management, LLC | 64,249 | 2,962,000 | 22.80% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 37,863 | 1,745,000 | 13.43% | ||
| 3 | WELLS FARGO & COMPANY/MN | 29,417 | 1,356,000 | 10.44% | ||
| 4 | MORGAN STANLEY | 27,620 | 1,273,000 | 9.80% | ||
| 5 | ROYAL BANK OF CANADA | 26,310 | 1,213,000 | 9.34% | ||
| 6 | Virtu KCG Holdings LLC | 24,321 | 1,121,000 | 8.63% | ||
| 7 | LPL Financial LLC | 24,007 | 1,107,000 | 8.52% | ||
| 8 | ENVESTNET ASSET MANAGEMENT INC | 13,834 | 638,000 | 4.91% | ||
| 9 | UBS AG | 10,681 | 492,000 | 3.79% | ||
| 10 | MURPHY CAPITAL MANAGEMENT INC | 10,500 | 484,000 | 3.73% | ||
| 11 | JNBA Financial Advisors | 4,977 | 229,000 | 1.76% | ||
| 12 | Madden Advisory Services, Inc. | 3,854 | 178,000 | 1.37% | ||
| 13 | AMERIPRISE FINANCIAL INC | 1,629 | 75,000 | 0.58% | ||
| 14 | AMERICAN INTERNATIONAL GROUP, INC. | 1,160 | 53,476 | 0.41% | ||
| 15 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 761 | 35,000 | 0.27% | ||
| 16 | PNC FINANCIAL SERVICES GROUP, INC. | 358 | 17,000 | 0.13% | ||
| 17 | Ground Swell Capital, LLC | 160 | 7,000 | 0.05% | ||
| 18 | B. Riley Wealth Advisors, Inc. | 100 | 4,610 | 0.04% |
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.
