| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SFMG, LLC | 2,858,907 | 85,907,000 | 64.52% | ||
| 2 | Bouchey Financial Group Ltd | 455,456 | 13,686,000 | 10.28% | ||
| 3 | Retirement Planning Group, LLC | 349,173 | 10,492,000 | 7.88% | ||
| 4 | Chevy Chase Trust Holdings, LLC | 342,964 | 10,307,000 | 7.74% | ||
| 5 | Atria Investments, Inc | 97,144 | 2,919,000 | 2.19% | ||
| 6 | COLONY GROUP LLC | 63,756 | 1,916,000 | 1.44% | ||
| 7 | HighTower Advisors, LLC | 48,957 | 1,471,000 | 1.10% | ||
| 8 | ROYAL BANK OF CANADA | 43,439 | 1,305,000 | 0.98% | ||
| 9 | SOL Capital Management CO | 33,162 | 996,000 | 0.75% | ||
| 10 | LVW Advisors, LLC | 20,053 | 603,000 | 0.45% | ||
| 11 | CITIGROUP INC | 19,000 | 571,000 | 0.43% | ||
| 12 | AMERIPRISE FINANCIAL INC | 18,479 | 555,000 | 0.42% | ||
| 13 | Vigilant Capital Management, LLC | 18,125 | 545,000 | 0.41% | ||
| 14 | VALLEY NATIONAL ADVISERS INC | 17,450 | 524,000 | 0.39% | ||
| 15 | HT Partners LLC | 15,659 | 468,000 | 0.35% | ||
| 16 | ProVise Management Group, LLC | 10,304 | 310,000 | 0.23% | ||
| 17 | Commonwealth Equity Services, Inc | 8,513 | 256,000 | 0.19% | ||
| 18 | BALASA DINVERNO & FOLTZ LLC | 4,292 | 217,000 | 0.16% | ||
| 19 | AMERICAN INTERNATIONAL GROUP, INC. | 906 | 27,222 | 0.02% | ||
| 20 | UBS Group AG | 668 | 20,000 | 0.02% | ||
| 21 | MORGAN STANLEY | 606 | 18,000 | 0.01% | ||
| 22 | ROBLE, BELKO & COMPANY, INC | 451 | 14,000 | 0.01% | ||
| 23 | MassMutual Private Wealth & Trust, FSB | 412 | 12,380 | 0.01% | ||
| 24 | Financial Architects, Inc | 349 | 10,000 | 0.01% | ||
| 25 | 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.
