| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LINCOLN NATIONAL CORP | 36,320 | 933,000 | 40.51% | ||
| 2 | ROYAL BANK OF CANADA | 11,917 | 316,000 | 13.72% | ||
| 3 | B. Riley Wealth Advisors, Inc. | 10,624 | 282,000 | 12.24% | ||
| 4 | LPL Financial LLC | 9,175 | 239,000 | 10.38% | ||
| 5 | WFG Advisors, LP | 8,860 | 235,000 | 10.20% | ||
| 6 | MSI Financial Services Inc | 8,184 | 217,000 | 9.42% | ||
| 7 | Genesis Wealth Advisors, LLC | 987 | 26,161 | 1.14% | ||
| 8 | BENJAMIN F. EDWARDS & COMPANY, INC. | 950 | 25,000 | 1.09% | ||
| 9 | NEXT Financial Group, Inc | 667 | 17,000 | 0.74% | ||
| 10 | AMERICAN INTERNATIONAL GROUP, INC. | 500 | 13,253 | 0.58% |
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.
