| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 23,387 | 307,000 | 29.60% | ||
| 2 | MORGAN STANLEY | 18,551 | 243,000 | 23.43% | ||
| 3 | Cetera Advisors LLC | 16,202 | 211,000 | 20.35% | ||
| 4 | UBS Group AG | 9,234 | 121,000 | 11.67% | ||
| 5 | US BANCORP \DE\ | 4,050 | 53,000 | 5.11% | ||
| 6 | PNC FINANCIAL SERVICES GROUP, INC. | 3,499 | 46,000 | 4.44% | ||
| 7 | SECURITY NATIONAL TRUST CO | 1,330 | 17,000 | 1.64% | ||
| 8 | Creative Planning | 1,250 | 16,000 | 1.54% | ||
| 9 | Formidable Asset Management, LLC | 925 | 12,000 | 1.16% | ||
| 10 | BANK OF AMERICA CORP /DE/ | 808 | 11,000 | 1.06% | ||
| 11 | WELLS FARGO & COMPANY/MN | 1 | 0 | 0.00% |
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.
