| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Creative Planning | 190,900 | 2,533,000 | 62.95% | ||
| 2 | Brookstone Capital Management | 44,000 | 584,000 | 14.51% | ||
| 3 | Sigma Planning Corp | 40,600 | 539,000 | 13.39% | ||
| 4 | Carroll Financial Associates, Inc. | 24,700 | 327,000 | 8.13% | ||
| 5 | IFP ADVISORS, INC | 1,272 | 17,000 | 0.42% | ||
| 6 | FIFTH THIRD BANCORP | 1,016 | 13,000 | 0.32% | ||
| 7 | WFG Advisors, LP | 845 | 11,000 | 0.27% | ||
| 8 | Parallax Volatility Advisers, L.P. | 1 | 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.
