| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Capital Investment Advisors, LLC | 43,288 | 484,393 | 16.11% | ||
| 2 | CIBC Private Wealth Group LLC | 37,000 | 418,000 | 13.90% | ||
| 3 | LPL Financial LLC | 31,398 | 351,000 | 11.67% | ||
| 4 | GOLDMAN SACHS GROUP INC | 25,699 | 288,000 | 9.58% | ||
| 5 | MORGAN STANLEY | 24,139 | 270,000 | 8.98% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 23,768 | 266,000 | 8.84% | ||
| 7 | CITIGROUP INC | 17,266 | 194,000 | 6.45% | ||
| 8 | SHEETS SMITH WEALTH MANAGEMENT | 12,500 | 140,000 | 4.66% | ||
| 9 | Virtu KCG Holdings LLC | 10,978 | 123,000 | 4.09% | ||
| 10 | Ledyard National Bank | 10,795 | 121,000 | 4.02% | ||
| 11 | WELLS FARGO & COMPANY/MN | 10,860 | 121,000 | 4.02% | ||
| 12 | First Allied Advisory Services, Inc. | 10,000 | 112,000 | 3.72% | ||
| 13 | M&T BANK CORP | 2,330 | 26,000 | 0.86% | ||
| 14 | US BANCORP \DE\ | 2,000 | 22,000 | 0.73% | ||
| 15 | ROYAL BANK OF CANADA | 2,000 | 22,000 | 0.73% | ||
| 16 | PNC FINANCIAL SERVICES GROUP, INC. | 1,800 | 20,000 | 0.67% | ||
| 17 | UBS AG | 1,000 | 11,000 | 0.37% | ||
| 18 | DUNCKER STREETT & CO INC | 1,000 | 11,000 | 0.37% | ||
| 19 | Tower Research Capital LLC (TRC) | 595 | 7,000 | 0.23% | ||
| 20 | BARCLAYS PLC | 28 | 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.
