| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | RAYMOND JAMES & ASSOCIATES | 45,198 | 575,000 | 17.11% | ||
| 2 | MORGAN STANLEY | 44,685 | 569,000 | 16.93% | ||
| 3 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 33,280 | 423,000 | 12.59% | ||
| 4 | LPL Financial LLC | 26,608 | 336,000 | 10.00% | ||
| 5 | WELLS FARGO & COMPANY/MN | 24,115 | 307,000 | 9.13% | ||
| 6 | ROYAL BANK OF CANADA | 17,900 | 228,000 | 6.78% | ||
| 7 | UBS Group AG | 17,624 | 224,000 | 6.66% | ||
| 8 | SHEETS SMITH WEALTH MANAGEMENT | 14,500 | 184,000 | 5.47% | ||
| 9 | Cambridge Investment Research Advisors, Inc. | 11,847 | 151,000 | 4.49% | ||
| 10 | Ledyard National Bank | 10,795 | 137,000 | 4.08% | ||
| 11 | JACOBI CAPITAL MANAGEMENT LLC | 4,188 | 53,000 | 1.58% | ||
| 12 | US BANCORP \DE\ | 4,000 | 51,000 | 1.52% | ||
| 13 | BANK OF AMERICA CORP /DE/ | 2,026 | 26,000 | 0.77% | ||
| 14 | ADVISOR GROUP, INC. | 1,950 | 25,000 | 0.74% | ||
| 15 | IFP ADVISORS, INC | 1,703 | 22,000 | 0.65% | ||
| 16 | Creative Planning | 1,455 | 19,000 | 0.57% | ||
| 17 | Tower Research Capital LLC (TRC) | 672 | 9,000 | 0.27% | ||
| 18 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 700 | 9,000 | 0.27% | ||
| 19 | DUNCKER STREETT & CO INC | 667 | 8,000 | 0.24% | ||
| 20 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 390 | 5,000 | 0.15% |
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.
