| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 277,236 | 5,547,000 | 55.75% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 70,045 | 1,418,000 | 14.25% | ||
| 3 | Riggs Asset Managment Co. Inc. | 67,163 | 1,359,000 | 13.66% | ||
| 4 | NATIONAL PLANNING CORP | 64,330 | 1,308,000 | 13.15% | ||
| 5 | GENEOS WEALTH MANAGEMENT INC. | 10,688 | 216,000 | 2.17% | ||
| 6 | D.A. DAVIDSON & CO. | 5,000 | 101,000 | 1.02% |
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.
