| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 57,487 | 901,000 | 23.03% | ||
| 2 | LPL Financial LLC | 48,432 | 764,000 | 19.52% | ||
| 3 | WEDBUSH SECURITIES INC | 39,940 | 626,000 | 16.00% | ||
| 4 | UBS Group AG | 26,272 | 412,000 | 10.53% | ||
| 5 | WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 22,000 | 345,000 | 8.82% | ||
| 6 | Oxbow Advisors, LLC | 15,760 | 247,000 | 6.31% | ||
| 7 | WELLS FARGO & COMPANY/MN | 15,614 | 245,000 | 6.26% | ||
| 8 | Curi Capital, LLC | 12,034 | 189,000 | 4.83% | ||
| 9 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3,997 | 63,000 | 1.61% | ||
| 10 | ROYAL BANK OF CANADA | 2,991 | 47,000 | 1.20% | ||
| 11 | BANK OF AMERICA CORP /DE/ | 2,964 | 46,000 | 1.18% | ||
| 12 | GENEOS WEALTH MANAGEMENT INC. | 1,300 | 20,000 | 0.51% | ||
| 13 | Tower Research Capital LLC (TRC) | 485 | 8,000 | 0.20% |
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.
