| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Bouchey Financial Group Ltd | 330,098 | 9,570,000 | 35.23% | ||
| 2 | Retirement Planning Group, LLC | 237,149 | 6,875,000 | 25.31% | ||
| 3 | Chevy Chase Trust Holdings, LLC | 163,436 | 4,738,000 | 17.44% | ||
| 4 | Atria Investments, Inc | 104,128 | 3,019,000 | 11.11% | ||
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 47,786 | 1,385,000 | 5.10% | ||
| 6 | ProVise Management Group, LLC | 12,500 | 362,000 | 1.33% | ||
| 7 | Commonwealth Equity Services, Inc | 9,609 | 279,000 | 1.03% | ||
| 8 | AMERIPRISE FINANCIAL INC | 9,552 | 277,000 | 1.02% | ||
| 9 | JANE STREET GROUP, LLC | 8,528 | 247,000 | 0.91% | ||
| 10 | BALASA DINVERNO & FOLTZ LLC | 4,313 | 206,000 | 0.76% | ||
| 11 | BANK OF MONTREAL /CAN/ | 6,265 | 182,000 | 0.67% | ||
| 12 | AMERICAN INTERNATIONAL GROUP, INC. | 898 | 26,033 | 0.10% | ||
| 13 | Private Ocean, LLC | 48 | 1,000 | 0.00% | ||
| 14 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 1 | 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.
