| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 66,592 | 911,000 | 45.01% | ||
| 2 | Commonwealth Equity Services, Inc | 39,321 | 528,000 | 26.09% | ||
| 3 | MORGAN STANLEY | 16,943 | 228,000 | 11.26% | ||
| 4 | UBS Group AG | 15,150 | 203,000 | 10.03% | ||
| 5 | US BANCORP \DE\ | 4,050 | 54,000 | 2.67% | ||
| 6 | PNC FINANCIAL SERVICES GROUP, INC. | 3,499 | 47,000 | 2.32% | ||
| 7 | BANK OF AMERICA CORP /DE/ | 1,808 | 24,000 | 1.19% | ||
| 8 | ROYAL BANK OF CANADA | 1,000 | 13,000 | 0.64% | ||
| 9 | Formidable Asset Management, LLC | 925 | 12,000 | 0.59% | ||
| 10 | CITIGROUP INC | 270 | 4,000 | 0.20% | ||
| 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.
