| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | 600,141 | 30,049,000 | 89.36% | ||
| 2 | B. Riley Wealth Advisors, Inc. | 56,796 | 2,844,000 | 8.46% | ||
| 3 | Commonwealth Equity Services, Inc | 8,645 | 433,000 | 1.29% | ||
| 4 | WFG Advisors, LP | 4,600 | 230,000 | 0.68% | ||
| 5 | UBS Group AG | 1,254 | 63,000 | 0.19% | ||
| 6 | Ironwood Financial, llc | 130 | 7,000 | 0.02% |
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.
