| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | B. Riley Wealth Advisors, Inc. | 395,400 | 346,321 | 39.22% | ||
| 2 | VANGUARD GROUP INC | 93,114 | 163,000 | 18.46% | ||
| 3 | WFG Advisors, LP | 58,832 | 103,000 | 11.66% | ||
| 4 | Linscomb Wealth, Inc. | 50,000 | 88,000 | 9.96% | ||
| 5 | BlackRock Fund Advisors | 31,414 | 55,000 | 6.23% | ||
| 6 | GOLDMAN SACHS GROUP INC | 21,959 | 38,000 | 4.30% | ||
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 16,027 | 28,000 | 3.17% | ||
| 8 | NORTHERN TRUST CORP | 13,987 | 24,000 | 2.72% | ||
| 9 | CITADEL ADVISORS LLC | 10,813 | 19,000 | 2.15% | ||
| 10 | BANK OF AMERICA CORP /DE/ | 3,768 | 7,000 | 0.79% | ||
| 11 | BlackRock Investment Management, LLC | 4,081 | 7,000 | 0.79% | ||
| 12 | MORGAN STANLEY | 1,214 | 2,000 | 0.23% | ||
| 13 | Ground Swell Capital, LLC | 956 | 2,000 | 0.23% | ||
| 14 | BNP PARIBAS FINANCIAL MARKETS | 448 | 784 | 0.09% | ||
| 15 | Tower Research Capital LLC (TRC) | 200 | 0 | 0.00% | ||
| 16 | CITIGROUP INC | 200 | 0 | 0.00% |
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.
