| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PacWest Financial Management Inc | 17,937 | 8,598,000 | 38.91% | ||
| 2 | Freedom Investment Management, Inc. | 177,251 | 8,497,000 | 38.45% | ||
| 3 | Corbenic Partners LLC | 33,381 | 1,600,000 | 7.24% | ||
| 4 | Friedenthal Financial | 23,852 | 1,143,000 | 5.17% | ||
| 5 | COLORADO CAPITAL MANAGEMENT, INC. | 13,327 | 638,000 | 2.89% | ||
| 6 | Strategic Financial Services, Inc. | 10,860 | 521,000 | 2.36% | ||
| 7 | EisnerAmper Wealth Management Corporate Benefits, LLC | 10,167 | 487,000 | 2.20% | ||
| 8 | Wellington Shields Capital Management, LLC | 8,000 | 384,000 | 1.74% | ||
| 9 | ALTFEST L J & CO INC | 4,192 | 201,000 | 0.91% | ||
| 10 | Private Ocean, LLC | 320 | 15,000 | 0.07% | ||
| 11 | ALPHA OMEGA WEALTH MANAGEMENT LLC | 304 | 15,000 | 0.07% |
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.
