| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Beaumont Financial Partners, LLC | 996,517 | 26,986,000 | 46.82% | ||
| 2 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 594,757 | 16,106,000 | 27.94% | ||
| 3 | ENVESTNET ASSET MANAGEMENT INC | 288,512 | 7,813,000 | 13.56% | ||
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 78,609 | 2,129,000 | 3.69% | ||
| 5 | Mariner, LLC | 61,656 | 1,670,000 | 2.90% | ||
| 6 | Argentus Capital Management, LLC | 21,369 | 579,000 | 1.00% | ||
| 7 | Commonwealth Equity Services, Inc | 20,876 | 565,000 | 0.98% | ||
| 8 | JANE STREET GROUP, LLC | 18,830 | 510,000 | 0.88% | ||
| 9 | Janney Montgomery Scott LLC | 13,235 | 358,404 | 0.62% | ||
| 10 | GOLDMAN SACHS GROUP INC | 10,039 | 272,000 | 0.47% | ||
| 11 | RAND WEALTH, LLC | 8,135 | 220,000 | 0.38% | ||
| 12 | SG Americas Securities, LLC | 5,733 | 155,000 | 0.27% | ||
| 13 | MORGAN STANLEY | 3,912 | 106,000 | 0.18% | ||
| 14 | ROYAL BANK OF CANADA | 2,710 | 73,000 | 0.13% | ||
| 15 | Shamrock Asset Management LLC | 2,374 | 64,000 | 0.11% | ||
| 16 | UBS AG | 875 | 24,000 | 0.04% | ||
| 17 | Creative Planning | 200 | 5,000 | 0.01% |
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.
