| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 200 | 1,000 | 0.04% | ||
| 2 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 500 | 3,000 | 0.13% | ||
| 3 | ADVISOR GROUP, INC. | 959 | 5,000 | 0.22% | ||
| 4 | Plante Moran Financial Advisors, LLC | 881 | 5,000 | 0.22% | ||
| 5 | ROYAL BANK OF CANADA | 1,000 | 6,000 | 0.26% | ||
| 6 | BlackRock Investment Management, LLC | 1,193 | 7,000 | 0.30% | ||
| 7 | PNC FINANCIAL SERVICES GROUP, INC. | 2,000 | 11,000 | 0.48% | ||
| 8 | UBS Group AG | 2,749 | 16,000 | 0.70% | ||
| 9 | Creative Planning | 4,386 | 25,000 | 1.09% | ||
| 10 | BANK OF AMERICA CORP /DE/ | 6,401 | 36,000 | 1.56% | ||
| 11 | LIDO ADVISORS, LLC | 12,820 | 73,000 | 3.17% | ||
| 12 | BlackRock Fund Advisors | 16,607 | 95,000 | 4.13% | ||
| 13 | GEODE CAPITAL MANAGEMENT, LLC | 24,234 | 138,000 | 6.00% | ||
| 14 | BlackRock Institutional Trust Company, N.A. | 54,499 | 311,000 | 13.52% | ||
| 15 | VANGUARD GROUP INC | 71,234 | 406,000 | 17.64% | ||
| 16 | Cordasco Financial Network | 203,957 | 1,163,000 | 50.54% |
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.
