| # | % | |||||
|---|---|---|---|---|---|---|
| 101 | Creative Planning | 4,653 | 143,000 | 0.01% | ||
| 102 | WealthTrust-Arizona, LLC | 3,160 | 97,000 | 0.00% | ||
| 103 | People's United Financial, Inc. | 3,055 | 94,000 | 0.00% | ||
| 104 | D.A. DAVIDSON & CO. | 2,048 | 62,000 | 0.00% | ||
| 105 | OPTIMUM INVESTMENT ADVISORS | 1,950 | 60,000 | 0.00% | ||
| 106 | Trutina Financial LLC | 1,805 | 56,000 | 0.00% | ||
| 107 | Baltimore-Washington Financial Advisors, Inc. | 1,115 | 34,000 | 0.00% | ||
| 108 | BHF Kleinwort Benson Group S.A. | 928 | 29,000 | 0.00% | ||
| 109 | Psagot Value Holdings Ltd. | 917 | 28,000 | 0.00% | ||
| 110 | Blume Capital Management, Inc. | 600 | 18,000 | 0.00% | ||
| 111 | MSI Financial Services Inc | 433 | 13,000 | 0.00% | ||
| 112 | PNC FINANCIAL SERVICES GROUP, INC. | 340 | 10,000 | 0.00% | ||
| 113 | Winslow, Evans & Crocker, Inc. | 309 | 9,505 | 0.00% | ||
| 114 | WFG Advisors, LP | 200 | 6,000 | 0.00% | ||
| 115 | Partnervest Advisory Services LLC | 51 | 2,000 | 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.
