| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 84,222 | 1,219,000 | 26.47% | ||
| 2 | Curi Capital, LLC | 56,208 | 813,000 | 17.65% | ||
| 3 | LPL Financial LLC | 38,993 | 566,000 | 12.29% | ||
| 4 | ADVISOR GROUP, INC. | 25,265 | 366,000 | 7.95% | ||
| 5 | DOLIVER ADVISORS, LP | 16,971 | 246,000 | 5.34% | ||
| 6 | WELLS FARGO & COMPANY/MN | 16,708 | 242,000 | 5.26% | ||
| 7 | NATIONAL PLANNING CORP | 15,400 | 231,000 | 5.02% | ||
| 8 | MSI Financial Services Inc | 14,378 | 208,000 | 4.52% | ||
| 9 | Virtu KCG Holdings LLC | 13,866 | 201,000 | 4.36% | ||
| 10 | BANK OF AMERICA CORP /DE/ | 10,702 | 155,000 | 3.37% | ||
| 11 | Alpine Global Management, LLC | 10,102 | 146,000 | 3.17% | ||
| 12 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 5,000 | 72,000 | 1.56% | ||
| 13 | ROYAL BANK OF CANADA | 2,785 | 40,000 | 0.87% | ||
| 14 | Orion Porfolio Solutions, LLC | 2,000 | 29,000 | 0.63% | ||
| 15 | TCI Wealth Advisors, Inc. | 2,000 | 29,000 | 0.63% | ||
| 16 | D.A. DAVIDSON & CO. | 1,675 | 24,000 | 0.52% | ||
| 17 | UBS Group AG | 922 | 13,000 | 0.28% | ||
| 18 | Apriem Advisors | 330 | 5,000 | 0.11% |
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.
