| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 60 | 1,000 | 0.02% | ||
| 2 | MORGAN STANLEY | 100 | 2,000 | 0.04% | ||
| 3 | ADVISOR GROUP, INC. | 620 | 15,000 | 0.31% | ||
| 4 | GLENMEDE TRUST CO NA | 700 | 17,000 | 0.35% | ||
| 5 | Creative Planning | 689 | 17,000 | 0.35% | ||
| 6 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 800 | 19,000 | 0.39% | ||
| 7 | LPL Financial LLC | 23,016 | 553,000 | 11.32% | ||
| 8 | ROYAL BANK OF CANADA | 24,965 | 606,000 | 12.40% | ||
| 9 | BCWM, LLC | 150,503 | 3,657,000 | 74.83% |
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.
