| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | RAYMOND JAMES & ASSOCIATES | 922,497 | 15,636,000 | 70.54% | ||
| 2 | DESCHUTES PORTFOLIO STRATEGY, LLC | 197,555 | 3,349,000 | 15.11% | ||
| 3 | Raymond James Financial Services Advisors, Inc. | 116,978 | 1,983,000 | 8.95% | ||
| 4 | CITIGROUP INC | 52,975 | 897,000 | 4.05% | ||
| 5 | CWM, LLC | 3,750 | 64,000 | 0.29% | ||
| 6 | UBS Group AG | 3,631 | 61,000 | 0.28% | ||
| 7 | WELLS FARGO & COMPANY/MN | 3,181 | 54,000 | 0.24% | ||
| 8 | ADVISOR GROUP, INC. | 2,600 | 44,000 | 0.20% | ||
| 9 | MORGAN STANLEY | 2,357 | 40,000 | 0.18% | ||
| 10 | DELTA ASSET MANAGEMENT LLC/TN | 2,325 | 39,000 | 0.18% |
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.
