| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | SIGNATUREFD, LLC | 2,331 | 82,000 | 0.02% | ||
| 52 | Creative Planning | 1,509 | 53,000 | 0.02% | ||
| 53 | HOWE & RUSLING INC | 874 | 31,000 | 0.01% | ||
| 54 | Clearbridge Investments, LLC | 826 | 29,000 | 0.01% | ||
| 55 | Klingman & Associates, LLC | 679 | 23,000 | 0.01% | ||
| 56 | CITIGROUP INC | 544 | 19,000 | 0.01% | ||
| 57 | NATIONAL PLANNING CORP | 378 | 12,698 | 0.00% | ||
| 58 | Regal Investment Advisors LLC | 333 | 12,000 | 0.00% | ||
| 59 | MSI Financial Services Inc | 329 | 12,000 | 0.00% | ||
| 60 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 346 | 12,000 | 0.00% | ||
| 61 | Formidable Asset Management, LLC | 276 | 10,000 | 0.00% | ||
| 62 | B. Riley Wealth Advisors, Inc. | 241 | 8,000 | 0.00% | ||
| 63 | FIFTH THIRD BANCORP | 182 | 6,000 | 0.00% | ||
| 64 | MANAGED ACCOUNT ADVISORS LLC | 154 | 5,000 | 0.00% | ||
| 65 | Tower Research Capital LLC (TRC) | 100 | 4,000 | 0.00% | ||
| 66 | Hirtle Callaghan & Co LLC | 21 | 1,000 | 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.
