| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 18,816 | 230,000 | 27.64% | ||
| 2 | Commonwealth Equity Services, Inc | 16,660 | 204,000 | 24.52% | ||
| 3 | LPL Financial LLC | 10,045 | 123,000 | 14.78% | ||
| 4 | UBS Group AG | 9,257 | 113,000 | 13.58% | ||
| 5 | US BANCORP \DE\ | 4,050 | 50,000 | 6.01% | ||
| 6 | PNC FINANCIAL SERVICES GROUP, INC. | 3,499 | 43,000 | 5.17% | ||
| 7 | SECURITY NATIONAL TRUST CO | 1,330 | 16,000 | 1.92% | ||
| 8 | Brookstone Capital Management | 1,000 | 12,000 | 1.44% | ||
| 9 | Formidable Asset Management, LLC | 925 | 11,000 | 1.32% | ||
| 10 | BANK OF AMERICA CORP /DE/ | 808 | 10,000 | 1.20% | ||
| 11 | Tower Research Capital LLC (TRC) | 801 | 10,000 | 1.20% | ||
| 12 | CITIGROUP INC | 764 | 10,000 | 1.20% | ||
| 13 | WELLS FARGO & COMPANY/MN | 2 | 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.
