| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Alpha Cubed Investments, LLC | 30,862 | 431,000 | 33.83% | ||
| 2 | Freedom Investment Management, Inc. | 20,684 | 289,000 | 22.68% | ||
| 3 | MORGAN STANLEY | 8,145 | 114,000 | 8.95% | ||
| 4 | WELLS FARGO & COMPANY/MN | 7,201 | 101,000 | 7.93% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 5,732 | 80,000 | 6.28% | ||
| 6 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 3,236 | 45,000 | 3.53% | ||
| 7 | Creative Planning | 3,032 | 42,000 | 3.30% | ||
| 8 | IFP ADVISORS, INC | 2,832 | 40,000 | 3.14% | ||
| 9 | UBS Group AG | 2,744 | 39,000 | 3.06% | ||
| 10 | PNC FINANCIAL SERVICES GROUP, INC. | 2,472 | 35,000 | 2.75% | ||
| 11 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,924 | 27,000 | 2.12% | ||
| 12 | ROYAL BANK OF CANADA | 543 | 8,000 | 0.63% | ||
| 13 | CWM, LLC | 500 | 7,000 | 0.55% | ||
| 14 | GENEOS WEALTH MANAGEMENT INC. | 480 | 6,000 | 0.47% | ||
| 15 | BANK OF MONTREAL /CAN/ | 300 | 4,000 | 0.31% | ||
| 16 | America First Investment Advisors, LLC | 196 | 3,000 | 0.24% | ||
| 17 | Alexandria Capital, LLC | 150 | 2,000 | 0.16% | ||
| 18 | M&R CAPITAL MANAGEMENT INC | 120 | 1,000 | 0.08% |
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.
