| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | MOUNTAIN CAPITAL INVESTMENT ADVISORS INC. | 2,336 | 52,000 | 0.05% | ||
| 52 | ADVISOR GROUP, INC. | 1,909 | 43,000 | 0.04% | ||
| 53 | Creative Planning | 1,947 | 43,000 | 0.04% | ||
| 54 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 1,854 | 41,000 | 0.04% | ||
| 55 | PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC | 1,750 | 39,000 | 0.04% | ||
| 56 | Ameritas Investment Partners, Inc. | 1,714 | 38,000 | 0.04% | ||
| 57 | MassMutual Private Wealth & Trust, FSB | 1,415 | 31,441 | 0.03% | ||
| 58 | GLOBAL RETIREMENT PARTNERS, LLC | 1,284 | 29,000 | 0.03% | ||
| 59 | Baystate Wealth Management LLC | 1,077 | 24,000 | 0.02% | ||
| 60 | Camarda Financial Advisors, LLC | 1,000 | 22,000 | 0.02% | ||
| 61 | Winslow, Evans & Crocker, Inc. | 817 | 18,154 | 0.02% | ||
| 62 | RESOURCES INVESTMENT ADVISORS, INC. | 63 | 1,000 | 0.00% | ||
| 63 | Transamerica Financial Advisors, LLC | 1 | 1,000 | 0.00% | ||
| 64 | IHT WEALTH MANAGEMENT, LLC | 4,492 | 1,000 | 0.00% | ||
| 65 | FLAHARTY ASSET MANAGEMENT, LLC | 40 | 895 | 0.00% | ||
| 66 | Parallax Volatility Advisers, L.P. | 1 | 0 | 0.00% | ||
| 67 | WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 0 | 0.00% | ||
| 68 | MASCOMA WEALTH MANAGEMENT LLC | 18 | 0 | 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.
