| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | RAYMOND JAMES & ASSOCIATES | 569,853 | 10,081,000 | 70.36% | ||
| 2 | DESCHUTES PORTFOLIO STRATEGY, LLC | 109,113 | 1,930,000 | 13.47% | ||
| 3 | Raymond James Financial Services Advisors, Inc. | 73,372 | 1,298,000 | 9.06% | ||
| 4 | CITIGROUP INC | 26,430 | 468,000 | 3.27% | ||
| 5 | Jaffetilchin Investment Partners, LLC | 22,186 | 392,000 | 2.74% | ||
| 6 | ADVISOR GROUP, INC. | 2,600 | 45,000 | 0.31% | ||
| 7 | DELTA ASSET MANAGEMENT LLC/TN | 2,325 | 41,000 | 0.29% | ||
| 8 | UBS Group AG | 2,251 | 40,000 | 0.28% | ||
| 9 | Tower Research Capital LLC (TRC) | 1,502 | 27,000 | 0.19% | ||
| 10 | ROYAL BANK OF CANADA | 350 | 6,000 | 0.04% | ||
| 11 | WELLS FARGO & COMPANY/MN | 1 | 0 | 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.
