| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | TORONTO DOMINION BANK | 476 | 0 | 0.00% | ||
| 2 | Tower Research Capital LLC (TRC) | 512 | 0 | 0.00% | ||
| 3 | TCI Wealth Advisors, Inc. | 1,500 | 1,000 | 0.12% | ||
| 4 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 900 | 1,000 | 0.12% | ||
| 5 | Lehman Financial Resources, Inc. | 2,205 | 1,000 | 0.12% | ||
| 6 | CITIGROUP INC | 2,000 | 2,000 | 0.25% | ||
| 7 | MORGAN STANLEY | 3,800 | 3,000 | 0.37% | ||
| 8 | PNC FINANCIAL SERVICES GROUP, INC. | 5,000 | 4,000 | 0.49% | ||
| 9 | ROYAL BANK OF CANADA | 8,000 | 7,000 | 0.86% | ||
| 10 | BADGLEY PHELPS & BELL INC | 10,000 | 8,000 | 0.98% | ||
| 11 | KEYBANK NATIONAL ASSOCIATION/OH | 20,000 | 17,000 | 2.09% | ||
| 12 | UBS Group AG | 20,752 | 18,000 | 2.21% | ||
| 13 | Creative Planning | 36,000 | 30,000 | 3.69% | ||
| 14 | Rathbones Group PLC | 60,000 | 50,000 | 6.14% | ||
| 15 | RAYMOND JAMES & ASSOCIATES | 312,459 | 262,000 | 32.19% | ||
| 16 | SPROTT INC. | 487,902 | 410,000 | 50.37% |
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.
