| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 59,426 | 656,000 | 16.69% | ||
| 2 | RAYMOND JAMES & ASSOCIATES | 52,549 | 580,000 | 14.76% | ||
| 3 | WELLS FARGO & COMPANY/MN | 47,641 | 526,000 | 13.38% | ||
| 4 | Capital Investment Advisors, LLC | 43,288 | 478,000 | 12.16% | ||
| 5 | CIBC Private Wealth Group LLC | 37,000 | 408,000 | 10.38% | ||
| 6 | LPL Financial LLC | 30,988 | 345,000 | 8.78% | ||
| 7 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 29,324 | 324,000 | 8.24% | ||
| 8 | ROYAL BANK OF CANADA | 15,100 | 167,000 | 4.25% | ||
| 9 | SHEETS SMITH WEALTH MANAGEMENT | 12,500 | 138,000 | 3.51% | ||
| 10 | Ledyard National Bank | 10,795 | 119,000 | 3.03% | ||
| 11 | WOLVERINE ASSET MANAGEMENT LLC | 6,083 | 67,000 | 1.70% | ||
| 12 | UBS Group AG | 4,316 | 48,000 | 1.22% | ||
| 13 | BANK OF AMERICA CORP /DE/ | 2,033 | 22,000 | 0.56% | ||
| 14 | US BANCORP \DE\ | 2,000 | 22,000 | 0.56% | ||
| 15 | CITIGROUP INC | 1,703 | 19,000 | 0.48% | ||
| 16 | DUNCKER STREETT & CO INC | 667 | 7,000 | 0.18% | ||
| 17 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 390 | 4,000 | 0.10% |
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.
