| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Catamount Wealth Management | 70 | 1,000 | 0.00% | ||
| 2 | MassMutual Private Wealth & Trust, FSB | 139 | 1,761 | 0.00% | ||
| 3 | MUFG Americas Holdings Corp | 323 | 4,000 | 0.00% | ||
| 4 | FineMark National Bank & Trust | 350 | 4,000 | 0.00% | ||
| 5 | Tower Research Capital LLC (TRC) | 759 | 10,000 | 0.00% | ||
| 6 | MINICHMACGREGOR WEALTH MANAGEMENT, LLC | 900 | 11,000 | 0.00% | ||
| 7 | Hudock, Inc. | 1,035 | 13,000 | 0.00% | ||
| 8 | ATWOOD & PALMER INC | 1,057 | 13,000 | 0.00% | ||
| 9 | ADVISOR GROUP, INC. | 1,543 | 19,000 | 0.01% | ||
| 10 | SRH ADVISORS, LLC | 1,608 | 20,000 | 0.01% | ||
| 11 | BANK OF MONTREAL /CAN/ | 2,215 | 28,000 | 0.01% | ||
| 12 | INTEGRATED WEALTH MANAGEMENT | 2,353 | 30,000 | 0.01% | ||
| 13 | SIGNATUREFD, LLC | 2,393 | 30,000 | 0.01% | ||
| 14 | JPMORGAN CHASE & CO | 3,567 | 45,000 | 0.02% | ||
| 15 | MONETARY MANAGEMENT GROUP INC | 3,887 | 49,000 | 0.02% | ||
| 16 | WASHINGTON TRUST BANK | 4,244 | 54,000 | 0.02% | ||
| 17 | CITIGROUP INC | 4,306 | 54,000 | 0.02% | ||
| 18 | WHITTIER TRUST CO | 4,805 | 61,000 | 0.02% | ||
| 19 | TCI Wealth Advisors, Inc. | 5,040 | 64,000 | 0.02% | ||
| 20 | GENEOS WEALTH MANAGEMENT INC. | 6,382 | 81,000 | 0.03% | ||
| 21 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 6,899 | 87,000 | 0.03% | ||
| 22 | FARMERS & MERCHANTS INVESTMENTS INC | 10,463 | 133,000 | 0.05% | ||
| 23 | Hayek Kallen Investment Management | 11,450 | 145,000 | 0.05% | ||
| 24 | US BANCORP \DE\ | 12,599 | 159,000 | 0.06% | ||
| 25 | M&T BANK CORP | 12,910 | 164,000 | 0.06% | ||
| 26 | Concert Wealth Management Inc. | 13,177 | 166,000 | 0.06% | ||
| 27 | IMS Capital Management | 14,624 | 185,000 | 0.07% | ||
| 28 | Evanson Asset Management, LLC | 16,476 | 209,000 | 0.08% | ||
| 29 | Round Table Services, LLC | 17,700 | 224,000 | 0.08% | ||
| 30 | SENTINEL TRUST CO LBA | 17,800 | 226,000 | 0.08% | ||
| 31 | WESBANCO BANK INC | 18,823 | 239,000 | 0.09% | ||
| 32 | CITADEL ADVISORS LLC | 20,029 | 254,000 | 0.09% | ||
| 33 | TRUIST FINANCIAL CORP | 20,351 | 258,000 | 0.10% | ||
| 34 | Cetera Advisor Networks LLC | 23,014 | 292,000 | 0.11% | ||
| 35 | RAYMOND JAMES TRUST N.A. | 23,659 | 300,000 | 0.11% | ||
| 36 | AQR ARBITRAGE LLC | 27,121 | 344,000 | 0.13% | ||
| 37 | CSS LLC/IL | 27,442 | 348,000 | 0.13% | ||
| 38 | Creative Planning | 28,796 | 365,000 | 0.13% | ||
| 39 | MSI Financial Services Inc | 29,482 | 373,000 | 0.14% | ||
| 40 | Private Advisor Group, LLC | 34,379 | 437,000 | 0.16% | ||
| 41 | IFP ADVISORS, INC | 36,157 | 458,000 | 0.17% | ||
| 42 | MONETA GROUP INVESTMENT ADVISORS LLC | 36,139 | 458,000 | 0.17% | ||
| 43 | Bartlett & Co. LLC | 37,984 | 481,000 | 0.18% | ||
| 44 | BAIRD FINANCIAL GROUP, INC. | 40,428 | 528,000 | 0.19% | ||
| 45 | UBS Group AG | 43,057 | 546,000 | 0.20% | ||
| 46 | TFS CAPITAL LLC | 43,401 | 550,000 | 0.20% | ||
| 47 | GUGGENHEIM CAPITAL LLC | 45,264 | 573,000 | 0.21% | ||
| 48 | D.A. DAVIDSON & CO. | 47,371 | 600,000 | 0.22% | ||
| 49 | Zuckerman Investment Group, LLC | 49,130 | 622,000 | 0.23% | ||
| 50 | LPL Financial LLC | 68,885 | 875,000 | 0.32% |
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.
