| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | US BANCORP \DE\ | 1,400 | 24,000 | 0.22% | ||
| 2 | ADVISOR GROUP, INC. | 1,650 | 28,000 | 0.26% | ||
| 3 | D.A. DAVIDSON & CO. | 2,000 | 34,000 | 0.31% | ||
| 4 | Ledyard National Bank | 3,313 | 56,000 | 0.51% | ||
| 5 | Creative Planning | 3,415 | 58,000 | 0.53% | ||
| 6 | NEXT Financial Group, Inc | 4,400 | 75,000 | 0.69% | ||
| 7 | PNC FINANCIAL SERVICES GROUP, INC. | 4,687 | 80,000 | 0.74% | ||
| 8 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 6,500 | 111,000 | 1.02% | ||
| 9 | WHITTIER TRUST CO | 7,000 | 119,000 | 1.09% | ||
| 10 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 10,011 | 171,000 | 1.57% | ||
| 11 | Raymond James Financial Services Advisors, Inc. | 11,264 | 192,000 | 1.77% | ||
| 12 | RAYMOND JAMES & ASSOCIATES | 11,758 | 200,000 | 1.84% | ||
| 13 | WELLS FARGO & COMPANY/MN | 20,691 | 353,000 | 3.25% | ||
| 14 | VAN ECK ASSOCIATES CORP | 23,692 | 404,000 | 3.71% | ||
| 15 | Commonwealth Equity Services, Inc | 32,930 | 561,000 | 5.16% | ||
| 16 | BANK OF AMERICA CORP /DE/ | 35,621 | 607,000 | 5.58% | ||
| 17 | LPL Financial LLC | 41,755 | 706,000 | 6.49% | ||
| 18 | UBS Group AG | 45,391 | 774,000 | 7.12% | ||
| 19 | BB&T SECURITIES, LLC | 47,900 | 816,000 | 7.50% | ||
| 20 | Invesco Ltd. | 52,840 | 900,000 | 8.28% | ||
| 21 | ROYAL BANK OF CANADA | 52,877 | 901,000 | 8.28% | ||
| 22 | Koshinski Asset Management, Inc. | 101,545 | 1,730,000 | 15.91% | ||
| 23 | MORGAN STANLEY | 115,958 | 1,976,000 | 18.17% |
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.
