| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | B. Riley Wealth Advisors, Inc. | 156,701 | 530,000 | 35.42% | ||
| 2 | VANGUARD GROUP INC | 85,352 | 288,000 | 19.25% | ||
| 3 | WFG Advisors, LP | 58,832 | 199,000 | 13.30% | ||
| 4 | Linscomb Wealth, Inc. | 50,000 | 169,000 | 11.29% | ||
| 5 | BlackRock Fund Advisors | 30,518 | 103,000 | 6.88% | ||
| 6 | GOLDMAN SACHS GROUP INC | 22,843 | 77,000 | 5.15% | ||
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 16,027 | 54,000 | 3.61% | ||
| 8 | NORTHERN TRUST CORP | 13,524 | 46,000 | 3.07% | ||
| 9 | MORGAN STANLEY | 4,385 | 15,000 | 1.00% | ||
| 10 | BANK OF AMERICA CORP /DE/ | 3,500 | 12,000 | 0.80% | ||
| 11 | Tower Research Capital LLC (TRC) | 503 | 2,000 | 0.13% | ||
| 12 | BNP PARIBAS FINANCIAL MARKETS | 448 | 1,326 | 0.09% |
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.
