| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Freedom Investment Management, Inc. | 164,997 | 8,098,000 | 42.38% | ||
| 2 | Pinnacle Advisory Group, Inc. | 93,929 | 4,610,000 | 24.13% | ||
| 3 | Janney Montgomery Scott LLC | 48,627 | 1,185,000 | 6.20% | ||
| 4 | PacWest Financial Management Inc | 23,954 | 1,176,000 | 6.15% | ||
| 5 | COLORADO CAPITAL MANAGEMENT, INC. | 21,362 | 1,048,000 | 5.48% | ||
| 6 | Friedenthal Financial | 17,014 | 835,000 | 4.37% | ||
| 7 | Corbenic Partners LLC | 12,898 | 633,000 | 3.31% | ||
| 8 | Strategic Financial Services, Inc. | 12,660 | 623,000 | 3.26% | ||
| 9 | EisnerAmper Wealth Management Corporate Benefits, LLC | 10,167 | 499,000 | 2.61% | ||
| 10 | Wellington Shields Capital Management, LLC | 8,000 | 393,000 | 2.06% | ||
| 11 | Private Ocean, LLC | 148 | 7,000 | 0.04% |
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.
