| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | RAYMOND JAMES TRUST N.A. | 10,430 | 73,000 | 0.18% | ||
| 52 | US BANCORP \DE\ | 9,149 | 65,000 | 0.16% | ||
| 53 | PNC FINANCIAL SERVICES GROUP, INC. | 8,560 | 61,000 | 0.15% | ||
| 54 | NEXT Financial Group, Inc | 7,300 | 52,000 | 0.13% | ||
| 55 | Evercore Wealth Management, LLC | 3,363 | 24,000 | 0.06% | ||
| 56 | GENEOS WEALTH MANAGEMENT INC. | 3,204 | 22,000 | 0.05% | ||
| 57 | WFG Advisors, LP | 2,900 | 21,000 | 0.05% | ||
| 58 | KRILOGY FINANCIAL LLC | 2,800 | 20,000 | 0.05% | PRN | |
| 59 | Winslow, Evans & Crocker, Inc. | 2,050 | 14,494 | 0.04% | ||
| 60 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,450 | 10,000 | 0.02% | ||
| 61 | FIFTH THIRD BANCORP | 990 | 7,000 | 0.02% | ||
| 62 | MSI Financial Services Inc | 776 | 5,000 | 0.01% | ||
| 63 | CITIGROUP INC | 666 | 5,000 | 0.01% | ||
| 64 | IHT WEALTH MANAGEMENT, LLC | 591 | 4,000 | 0.01% | ||
| 65 | SRS CAPITAL ADVISORS, INC. | 381 | 3,000 | 0.01% | SH | |
| 66 | CRIBSTONE CAPITAL MANAGEMENT, LLC | 309 | 2,000 | 0.00% | ||
| 67 | BANK OF MONTREAL /CAN/ | 58 | 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.
