| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SFMG, LLC | 880,962 | 25,412,000 | 39.47% | ||
| 2 | Chevy Chase Trust Holdings, LLC | 440,397 | 12,704,000 | 19.73% | ||
| 3 | Bouchey Financial Group Ltd | 370,207 | 10,679,000 | 16.59% | ||
| 4 | Retirement Planning Group, LLC | 293,007 | 8,452,000 | 13.13% | ||
| 5 | Atria Investments, Inc | 102,214 | 2,948,000 | 4.58% | ||
| 6 | JANE STREET GROUP, LLC | 71,019 | 2,049,000 | 3.18% | ||
| 7 | SOL Capital Management CO | 12,777 | 369,000 | 0.57% | ||
| 8 | HighTower Advisors, LLC | 12,640 | 365,000 | 0.57% | ||
| 9 | ProVise Management Group, LLC | 11,700 | 337,000 | 0.52% | ||
| 10 | AMERIPRISE FINANCIAL INC | 11,467 | 331,000 | 0.51% | ||
| 11 | Commonwealth Equity Services, Inc | 9,610 | 277,000 | 0.43% | ||
| 12 | BALASA DINVERNO & FOLTZ LLC | 4,371 | 208,000 | 0.32% | ||
| 13 | UBS AG | 3,500 | 101,000 | 0.16% | ||
| 14 | Private Advisor Group, LLC | 2,060 | 59,000 | 0.09% | ||
| 15 | BANK OF AMERICA CORP /DE/ | 1,725 | 50,000 | 0.08% | ||
| 16 | AMERICAN INTERNATIONAL GROUP, INC. | 898 | 25,904 | 0.04% | ||
| 17 | MassMutual Private Wealth & Trust, FSB | 412 | 11,885 | 0.02% | ||
| 18 | WELLS FARGO & COMPANY/MN | 200 | 6,000 | 0.01% | ||
| 19 | Private Ocean, LLC | 48 | 1,000 | 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.
