| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AHRENS INVESTMENT PARTNERS LLC | 157,895 | 4,183,000 | 32.24% | ||
| 2 | Commonwealth Equity Services, Inc | 156,137 | 4,136,000 | 31.88% | ||
| 3 | SOWELL FINANCIAL SERVICES LLC | 56,282 | 1,562,000 | 12.04% | ||
| 4 | MASCOMA WEALTH MANAGEMENT LLC | 55,632 | 1,474,000 | 11.36% | ||
| 5 | LPL Financial LLC | 34,558 | 923,000 | 7.11% | ||
| 6 | Sigma Planning Corp | 11,058 | 293,000 | 2.26% | ||
| 7 | LIDO ADVISORS, LLC | 7,573 | 201,000 | 1.55% | ||
| 8 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 6,331 | 168,000 | 1.29% | ||
| 9 | ADVISOR GROUP, INC. | 1,057 | 28,000 | 0.22% | ||
| 10 | BANK OF AMERICA CORP /DE/ | 200 | 5,000 | 0.04% |
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.
