| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Winfield Associates, Inc. | 5,483 | 3,336,000 | 32.24% | ||
| 2 | NORRIS PERNE & FRENCH LLP/MI | 2,977 | 1,811,000 | 17.50% | ||
| 3 | Clean Yield Group | 1,400 | 998,000 | 9.65% | ||
| 4 | BALENTINE LLC | 1,632 | 993,000 | 9.60% | ||
| 5 | Garde Capital, Inc. | 1,365 | 830,000 | 8.02% | ||
| 6 | POINTE CAPITAL MANAGEMENT LLC | 963 | 586,000 | 5.66% | ||
| 7 | Avior Wealth Management, LLC | 886 | 538,000 | 5.20% | ||
| 8 | Atlas Brown,Inc. | 571 | 347,000 | 3.35% | ||
| 9 | AllSquare Wealth Management LLC | 458 | 279,000 | 2.70% | ||
| 10 | VICUS CAPITAL | 434 | 264,000 | 2.55% | ||
| 11 | Carroll Financial Associates, Inc. | 348 | 223,000 | 2.16% | ||
| 12 | Tarbox Family Office, Inc. | 154 | 94,000 | 0.91% | ||
| 13 | NewSquare Capital LLC | 77 | 47,000 | 0.45% |
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.
