| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Beaumont Financial Partners, LLC | 1,757,798 | 88,628,000 | 58.82% | ||
| 2 | ASSETMARK, INC | 1,079,374 | 54,422,000 | 36.12% | ||
| 3 | Virtu KCG Holdings LLC | 59,480 | 2,999,000 | 1.99% | ||
| 4 | B. Riley Wealth Advisors, Inc. | 58,290 | 2,939,000 | 1.95% | ||
| 5 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 12,000 | 605,000 | 0.40% | ||
| 6 | Commonwealth Equity Services, Inc | 10,372 | 523,000 | 0.35% | ||
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4,972 | 251,000 | 0.17% | ||
| 8 | WFG Advisors, LP | 4,901 | 247,000 | 0.16% | ||
| 9 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 962 | 49,000 | 0.03% | ||
| 10 | Ironwood Financial, llc | 130 | 7,000 | 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.
