| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SFMG, LLC | 954,979 | 28,741,000 | 38.71% | ||
| 2 | Bouchey Financial Group Ltd | 436,276 | 13,130,000 | 17.68% | ||
| 3 | Chevy Chase Trust Holdings, LLC | 408,499 | 12,293,000 | 16.56% | ||
| 4 | Retirement Planning Group, LLC | 320,986 | 9,660,000 | 13.01% | ||
| 5 | Atria Investments, Inc | 102,250 | 3,077,000 | 4.14% | ||
| 6 | HighTower Advisors, LLC | 48,510 | 1,460,000 | 1.97% | ||
| 7 | JANE STREET GROUP, LLC | 45,902 | 1,381,000 | 1.86% | ||
| 8 | SOL Capital Management CO | 32,982 | 993,000 | 1.34% | ||
| 9 | ROYAL BANK OF CANADA | 20,681 | 622,000 | 0.84% | ||
| 10 | LVW Advisors, LLC | 20,181 | 607,000 | 0.82% | ||
| 11 | CITIGROUP INC | 19,000 | 572,000 | 0.77% | ||
| 12 | AMERIPRISE FINANCIAL INC | 16,360 | 492,000 | 0.66% | ||
| 13 | ProVise Management Group, LLC | 12,704 | 382,000 | 0.51% | ||
| 14 | Vigilant Capital Management, LLC | 12,000 | 361,000 | 0.49% | ||
| 15 | Commonwealth Equity Services, Inc | 10,613 | 319,000 | 0.43% | ||
| 16 | UBS Group AG | 3,500 | 105,000 | 0.14% | ||
| 17 | AMERICAN INTERNATIONAL GROUP, INC. | 906 | 27,264 | 0.04% | ||
| 18 | BANK OF AMERICA CORP /DE/ | 725 | 22,000 | 0.03% | ||
| 19 | First Horizon Advisors, Inc. | 200 | 6,000 | 0.01% | ||
| 20 | Private Ocean, LLC | 49 | 1,000 | 0.00% | ||
| 21 | Parallax Volatility Advisers, L.P. | 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.
