| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | RAYMOND JAMES & ASSOCIATES | 387,750 | 263,000 | 70.89% | ||
| 2 | MORGAN STANLEY | 58,400 | 39,000 | 10.51% | ||
| 3 | Rathbones Group PLC | 60,000 | 34,000 | 9.16% | ||
| 4 | UBS Group AG | 20,376 | 14,000 | 3.77% | ||
| 5 | BADGLEY PHELPS & BELL INC | 12,000 | 8,000 | 2.16% | ||
| 6 | ROYAL BANK OF CANADA | 8,434 | 5,000 | 1.35% | ||
| 7 | PNC FINANCIAL SERVICES GROUP, INC. | 5,000 | 3,000 | 0.81% | ||
| 8 | CITIGROUP INC | 3,500 | 2,000 | 0.54% | ||
| 9 | BANK OF AMERICA CORP /DE/ | 1,000 | 1,000 | 0.27% | ||
| 10 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 900 | 1,000 | 0.27% | ||
| 11 | TCI Wealth Advisors, Inc. | 1,500 | 1,000 | 0.27% | ||
| 12 | TORONTO DOMINION BANK | 389 | 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.
