| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Bouchey Financial Group Ltd | 179,905 | 2,771,000 | 28.21% | ||
| 2 | Invesco Ltd. | 148,133 | 2,281,000 | 23.22% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 133,887 | 2,062,000 | 20.99% | ||
| 4 | Horizon Kinetics LLC | 37,861 | 583,000 | 5.94% | ||
| 5 | LAZARD ASSET MANAGEMENT LLC | 28,900 | 445,000 | 4.53% | PRN | |
| 6 | NWAM LLC | 27,000 | 416,000 | 4.24% | ||
| 7 | Raymond James Financial Services Advisors, Inc. | 24,357 | 375,000 | 3.82% | ||
| 8 | MORGAN STANLEY | 17,550 | 271,000 | 2.76% | ||
| 9 | Curi Capital, LLC | 11,254 | 173,000 | 1.76% | ||
| 10 | Joel Isaacson & Co., LLC | 10,000 | 154,000 | 1.57% | ||
| 11 | WELLS FARGO & COMPANY/MN | 8,020 | 124,000 | 1.26% | ||
| 12 | ROYAL BANK OF CANADA | 6,600 | 102,000 | 1.04% | ||
| 13 | UBS Group AG | 1,745 | 27,000 | 0.27% | ||
| 14 | MSI Financial Services Inc | 1,062 | 16,000 | 0.16% | ||
| 15 | Focused Wealth Management, Inc | 725 | 11,000 | 0.11% | ||
| 16 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 725 | 11,000 | 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.
