| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 94,696 | 2,034,000 | 34.70% | ||
| 2 | UBS Group AG | 31,767 | 683,000 | 11.65% | ||
| 3 | LPL Financial LLC | 16,004 | 346,000 | 5.90% | ||
| 4 | CEDAR CAPITAL, LLC | 15,932 | 342,000 | 5.84% | ||
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14,902 | 320,000 | 5.46% | ||
| 6 | ROYAL BANK OF CANADA | 13,153 | 282,000 | 4.81% | ||
| 7 | BELLWETHER INVESTMENT GROUP, LLC | 12,475 | 268,000 | 4.57% | ||
| 8 | D.A. DAVIDSON & CO. | 11,300 | 242,000 | 4.13% | ||
| 9 | RAYMOND JAMES & ASSOCIATES | 10,580 | 227,000 | 3.87% | ||
| 10 | Virtu KCG Holdings LLC | 10,294 | 221,000 | 3.77% | ||
| 11 | CITADEL ADVISORS LLC | 10,218 | 219,000 | 3.74% | ||
| 12 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 10,100 | 217,000 | 3.70% | ||
| 13 | WELLS FARGO & COMPANY/MN | 8,360 | 180,000 | 3.07% | ||
| 14 | ADVISOR GROUP, INC. | 7,050 | 151,000 | 2.58% | ||
| 15 | IFP ADVISORS, INC | 4,639 | 100,000 | 1.71% | ||
| 16 | Brick & Kyle, Associates | 900 | 19,000 | 0.32% | ||
| 17 | Advisory Services Network, LLC | 250 | 5,000 | 0.09% | ||
| 18 | INTEGRATED WEALTH MANAGEMENT | 125 | 3,000 | 0.05% | ||
| 19 | MSI Financial Services Inc | 100 | 2,000 | 0.03% |
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.
