| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Curi Capital, LLC | 56,253 | 603,000 | 13.37% | ||
| 2 | MORGAN STANLEY | 55,431 | 594,000 | 13.17% | ||
| 3 | RAYMOND JAMES & ASSOCIATES | 53,533 | 574,000 | 12.72% | ||
| 4 | Capital Investment Advisors, LLC | 43,288 | 464,000 | 10.29% | ||
| 5 | CIBC Private Wealth Group LLC | 37,000 | 397,000 | 8.80% | ||
| 6 | WELLS FARGO & COMPANY/MN | 34,542 | 370,000 | 8.20% | ||
| 7 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 31,465 | 337,000 | 7.47% | ||
| 8 | LPL Financial LLC | 30,607 | 329,000 | 7.29% | ||
| 9 | WOLVERINE ASSET MANAGEMENT LLC | 22,106 | 236,000 | 5.23% | ||
| 10 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 14,785 | 158,000 | 3.50% | ||
| 11 | SHEETS SMITH WEALTH MANAGEMENT | 12,500 | 134,000 | 2.97% | ||
| 12 | ROYAL BANK OF CANADA | 11,500 | 123,000 | 2.73% | ||
| 13 | Ledyard National Bank | 10,795 | 116,000 | 2.57% | ||
| 14 | BANK OF AMERICA CORP /DE/ | 2,033 | 22,000 | 0.49% | ||
| 15 | CITIGROUP INC | 2,088 | 22,000 | 0.49% | ||
| 16 | US BANCORP \DE\ | 2,000 | 21,000 | 0.47% | ||
| 17 | DUNCKER STREETT & CO INC | 667 | 7,000 | 0.16% | ||
| 18 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 390 | 4,000 | 0.09% | ||
| 19 | UBS Group AG | 21 | 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.
