| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | 477,018 | 23,296,000 | 69.49% | ||
| 2 | Frontier Wealth Management LLC | 160,543 | 7,840,000 | 23.39% | ||
| 3 | BENJAMIN F. EDWARDS & COMPANY, INC. | 21,863 | 1,068,000 | 3.19% | ||
| 4 | Cambridge Investment Research Advisors, Inc. | 13,183 | 644,000 | 1.92% | ||
| 5 | AMERIPRISE FINANCIAL INC | 10,748 | 518,000 | 1.55% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 1,110 | 54,000 | 0.16% | ||
| 7 | Shamrock Asset Management LLC | 1,045 | 51,000 | 0.15% | ||
| 8 | MSI Financial Services Inc | 582 | 28,000 | 0.08% | ||
| 9 | UBS Group AG | 386 | 19,000 | 0.06% | ||
| 10 | DUBUQUE BANK & TRUST CO | 112 | 5,000 | 0.01% |
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.
