| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 232,144 | 3,440,000 | 18.83% | ||
| 2 | BB&T SECURITIES, LLC | 14,063 | 2,084,000 | 11.41% | ||
| 3 | Investors Capital Advisory Services | 136,245 | 2,019,000 | 11.05% | ||
| 4 | Nuveen Asset Management, LLC | 104,374 | 1,547,000 | 8.47% | ||
| 5 | WELLS FARGO & COMPANY/MN | 86,530 | 1,282,000 | 7.02% | ||
| 6 | Capital Investment Advisors, LLC | 68,295 | 1,012,132 | 5.54% | ||
| 7 | LPL Financial LLC | 48,090 | 713,000 | 3.90% | ||
| 8 | UBS AG | 42,555 | 631,000 | 3.45% | ||
| 9 | Commonwealth Equity Services, Inc | 42,245 | 626,000 | 3.43% | ||
| 10 | Janney Montgomery Scott LLC | 41,965 | 621,921 | 3.40% | ||
| 11 | MORGAN STANLEY | 35,992 | 534,000 | 2.92% | ||
| 12 | HOLLENCREST CAPITAL MANAGEMENT | 33,880 | 502,000 | 2.75% | ||
| 13 | GUGGENHEIM CAPITAL LLC | 30,882 | 458,000 | 2.51% | ||
| 14 | Neuberger Berman Group LLC | 30,000 | 445,000 | 2.44% | ||
| 15 | US BANCORP \DE\ | 29,200 | 433,000 | 2.37% | ||
| 16 | Cetera Advisor Networks LLC | 24,065 | 356,000 | 1.95% | ||
| 17 | BANK OF AMERICA CORP /DE/ | 18,024 | 267,000 | 1.46% | ||
| 18 | NATIONAL PLANNING CORP | 15,300 | 226,000 | 1.24% | ||
| 19 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 13,861 | 205,000 | 1.12% | ||
| 20 | Horizon Kinetics LLC | 13,000 | 193,000 | 1.06% | ||
| 21 | Bank of New York Mellon Corp | 11,524 | 171,000 | 0.94% | ||
| 22 | ROYAL BANK OF CANADA | 11,125 | 165,000 | 0.90% | ||
| 23 | VAN ECK ASSOCIATES CORP | 8,876 | 132,000 | 0.72% | ||
| 24 | MSI Financial Services Inc | 4,738 | 70,000 | 0.38% | ||
| 25 | Creative Planning | 4,085 | 61,000 | 0.33% | ||
| 26 | PNC FINANCIAL SERVICES GROUP, INC. | 1,862 | 28,000 | 0.15% | ||
| 27 | ALLIANCEBERNSTEIN L.P. | 1,263 | 19,000 | 0.10% | ||
| 28 | CITIGROUP INC | 868 | 13,000 | 0.07% | ||
| 29 | PRIVATE TRUST CO NA | 765 | 11,000 | 0.06% | ||
| 30 | BANK OF MONTREAL /CAN/ | 500 | 7,000 | 0.04% |
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.
