| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 390 | 4,000 | 0.12% | ||
| 2 | DUNCKER STREETT & CO INC | 667 | 7,000 | 0.21% | ||
| 3 | Creative Planning | 1,455 | 16,000 | 0.48% | ||
| 4 | IFP ADVISORS, INC | 1,703 | 19,000 | 0.57% | ||
| 5 | ADVISOR GROUP, INC. | 1,950 | 22,000 | 0.66% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 2,026 | 23,000 | 0.69% | ||
| 7 | US BANCORP \DE\ | 4,000 | 45,000 | 1.36% | ||
| 8 | JACOBI CAPITAL MANAGEMENT LLC | 4,212 | 48,000 | 1.45% | ||
| 9 | Ledyard National Bank | 10,795 | 121,000 | 3.65% | ||
| 10 | Cambridge Investment Research Advisors, Inc. | 11,970 | 134,000 | 4.04% | ||
| 11 | Laurion Capital Management LP | 12,322 | 138,000 | 4.16% | ||
| 12 | SHEETS SMITH WEALTH MANAGEMENT | 14,590 | 164,000 | 4.94% | ||
| 13 | UBS Group AG | 16,414 | 184,000 | 5.54% | ||
| 14 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 17,898 | 201,000 | 6.06% | ||
| 15 | ROYAL BANK OF CANADA | 24,561 | 276,000 | 8.32% | ||
| 16 | WELLS FARGO & COMPANY/MN | 25,053 | 281,000 | 8.47% | ||
| 17 | LPL Financial LLC | 29,842 | 334,000 | 10.06% | ||
| 18 | Curi Capital, LLC | 36,540 | 410,000 | 12.35% | ||
| 19 | MORGAN STANLEY | 37,576 | 422,000 | 12.71% | ||
| 20 | RAYMOND JAMES & ASSOCIATES | 41,932 | 470,000 | 14.16% |
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.
