| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 177,450 | 2,591,000 | 25.95% | ||
| 2 | LPL Financial LLC | 103,401 | 1,510,000 | 15.13% | ||
| 3 | RAYMOND JAMES & ASSOCIATES | 86,722 | 1,266,000 | 12.68% | ||
| 4 | Capital Investment Advisors, LLC | 61,928 | 904,147 | 9.06% | ||
| 5 | UBS AG | 40,797 | 596,000 | 5.97% | ||
| 6 | WELLS FARGO & COMPANY/MN | 40,724 | 595,000 | 5.96% | ||
| 7 | Nuveen Asset Management, LLC | 39,884 | 582,000 | 5.83% | ||
| 8 | MORGAN STANLEY | 38,527 | 563,000 | 5.64% | ||
| 9 | BANK OF AMERICA CORP /DE/ | 16,763 | 245,000 | 2.45% | ||
| 10 | VSR Financial Services, Inc. | 14,306 | 209,000 | 2.09% | ||
| 11 | VestGen Investment Management | 12,963 | 189,000 | 1.89% | ||
| 12 | BANK OF MONTREAL /CAN/ | 12,000 | 175,000 | 1.75% | ||
| 13 | Creative Planning | 11,824 | 173,000 | 1.73% | ||
| 14 | VAN ECK ASSOCIATES CORP | 8,600 | 126,000 | 1.26% | ||
| 15 | ROYAL BANK OF CANADA | 6,107 | 89,000 | 0.89% | ||
| 16 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 4,206 | 61,000 | 0.61% | ||
| 17 | FIFTH THIRD BANCORP | 4,000 | 58,000 | 0.58% | ||
| 18 | MSI Financial Services Inc | 1,622 | 24,000 | 0.24% | ||
| 19 | CENTRAL TRUST Co | 1,334 | 19,000 | 0.19% | ||
| 20 | Partnervest Advisory Services LLC | 526 | 8,000 | 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.
