| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Freedom Investment Management, Inc. | 148,034 | 768,000 | 24.05% | ||
| 2 | RENAISSANCE TECHNOLOGIES LLC | 36,734 | 570,000 | 17.85% | ||
| 3 | America First Investment Advisors, LLC | 24,196 | 376,000 | 11.77% | ||
| 4 | OTA Financial Group L.P. | 22,308 | 345,000 | 10.80% | ||
| 5 | Curi Capital, LLC | 18,589 | 288,000 | 9.02% | ||
| 6 | MORGAN STANLEY | 13,186 | 204,000 | 6.39% | ||
| 7 | BANK OF AMERICA CORP /DE/ | 12,741 | 197,000 | 6.17% | ||
| 8 | MSI Financial Services Inc | 6,107 | 95,000 | 2.97% | ||
| 9 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 4,826 | 75,000 | 2.35% | ||
| 10 | UBS Group AG | 4,643 | 72,000 | 2.25% | ||
| 11 | DEUTSCHE BANK AG\ | 2,990 | 46,000 | 1.44% | ||
| 12 | IFP ADVISORS, INC | 2,532 | 39,000 | 1.22% | ||
| 13 | PNC FINANCIAL SERVICES GROUP, INC. | 2,472 | 38,000 | 1.19% | ||
| 14 | KANALY TRUST CO | 2,250 | 35,000 | 1.10% | ||
| 15 | Creative Planning | 1,200 | 19,000 | 0.59% | ||
| 16 | CWM, LLC | 500 | 8,000 | 0.25% | ||
| 17 | GENEOS WEALTH MANAGEMENT INC. | 480 | 7,000 | 0.22% | ||
| 18 | WELLS FARGO & COMPANY/MN | 300 | 5,000 | 0.16% | ||
| 19 | BANK OF MONTREAL /CAN/ | 300 | 5,000 | 0.16% | ||
| 20 | ACROSPIRE INVESTMENT MANAGEMENT LLC | 100 | 2,000 | 0.06% |
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.
