| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 65,345 | 783,000 | 16.97% | ||
| 2 | LPL Financial LLC | 62,638 | 765,000 | 16.58% | ||
| 3 | RAYMOND JAMES & ASSOCIATES | 48,803 | 585,000 | 12.68% | ||
| 4 | Capital Investment Advisors, LLC | 42,913 | 514,000 | 11.14% | ||
| 5 | CIBC Private Wealth Group LLC | 37,000 | 443,000 | 9.60% | ||
| 6 | WELLS FARGO & COMPANY/MN | 34,586 | 414,000 | 8.97% | ||
| 7 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 34,249 | 410,000 | 8.88% | ||
| 8 | ROYAL BANK OF CANADA | 15,100 | 181,000 | 3.92% | ||
| 9 | SHEETS SMITH WEALTH MANAGEMENT | 12,500 | 150,000 | 3.25% | ||
| 10 | Cambridge Investment Research Advisors, Inc. | 11,933 | 143,000 | 3.10% | ||
| 11 | Ledyard National Bank | 10,795 | 129,000 | 2.80% | ||
| 12 | US BANCORP \DE\ | 2,000 | 24,000 | 0.52% | ||
| 13 | BANK OF AMERICA CORP /DE/ | 2,033 | 24,000 | 0.52% | ||
| 14 | IFP ADVISORS, INC | 1,703 | 20,000 | 0.43% | ||
| 15 | AUSDAL FINANCIAL PARTNERS, INC. | 1,000 | 12,000 | 0.26% | ||
| 16 | DUNCKER STREETT & CO INC | 667 | 8,000 | 0.17% | ||
| 17 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 390 | 5,000 | 0.11% | ||
| 18 | MSI Financial Services Inc | 400 | 5,000 | 0.11% | ||
| 19 | BARCLAYS PLC | 26 | 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.
