| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NATIONAL PLANNING CORP | 42,682 | 1,703,000 | 24.36% | ||
| 2 | Commonwealth Equity Services, Inc | 33,674 | 1,345,000 | 19.24% | ||
| 3 | TRUSTMARK BANK TRUST DEPARTMENT | 27,514 | 1,099,000 | 15.72% | ||
| 4 | RAYMOND JAMES & ASSOCIATES | 19,965 | 797,000 | 11.40% | ||
| 5 | Robert W. Baird & Co. Inc | 13,507 | 539,000 | 7.71% | SH | |
| 6 | JPMORGAN CHASE & CO | 9,657 | 386,000 | 5.52% | ||
| 7 | FDx Advisors, Inc. | 8,243 | 329,000 | 4.71% | ||
| 8 | AMERIPRISE FINANCIAL INC | 7,643 | 305,000 | 4.36% | ||
| 9 | MORGAN STANLEY | 5,411 | 216,000 | 3.09% | ||
| 10 | ROYAL BANK OF CANADA | 3,164 | 126,000 | 1.80% | ||
| 11 | PNC FINANCIAL SERVICES GROUP, INC. | 2,012 | 80,000 | 1.14% | ||
| 12 | MSI Financial Services Inc | 750 | 30,000 | 0.43% | ||
| 13 | BANK OF AMERICA CORP /DE/ | 653 | 26,000 | 0.37% | ||
| 14 | AMERICAN INTERNATIONAL GROUP, INC. | 127 | 5,071 | 0.07% | ||
| 15 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 95 | 4,000 | 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.
