| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | B. Riley Wealth Advisors, Inc. | 8,705 | 3,158,000 | 34.13% | ||
| 2 | Janney Montgomery Scott LLC | 76,068 | 2,759,734 | 29.82% | ||
| 3 | BANCORPSOUTH INC | 22,135 | 803,000 | 8.68% | ||
| 4 | TELEMUS CAPITAL, LLC | 12,304 | 446,000 | 4.82% | ||
| 5 | GOFEN & GLOSSBERG LLC /IL/ | 12,115 | 440,000 | 4.75% | ||
| 6 | OUTFITTER ADVISORS, LTD. | 12,104 | 439,000 | 4.74% | ||
| 7 | ROTHSCHILD INVESTMENT LLC /IL | 11,508 | 418,000 | 4.52% | ||
| 8 | Fisher Asset Management, LLC | 8,118 | 295,000 | 3.19% | ||
| 9 | First American Bank | 6,337 | 230,000 | 2.49% | ||
| 10 | Endurance Wealth Management, Inc. | 6,195 | 224,000 | 2.42% | ||
| 11 | GLENMEDE TRUST CO NA | 905 | 32,000 | 0.35% | ||
| 12 | QCI ASSET MANAGEMENT INC/NY | 243 | 9,000 | 0.10% |
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.