| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | STIFEL FINANCIAL CORP | 545 | 7,472,000 | 65.69% | ||
| 2 | LPL Financial LLC | 52,921 | 732,000 | 6.44% | ||
| 3 | Commonwealth Equity Services, Inc | 34,076 | 468,000 | 4.11% | ||
| 4 | Tortoise Investment Management, LLC | 32,703 | 449,000 | 3.95% | ||
| 5 | MORGAN STANLEY | 28,004 | 384,000 | 3.38% | ||
| 6 | Laurion Capital Management LP | 22,305 | 306,000 | 2.69% | ||
| 7 | UBS Group AG | 17,658 | 243,000 | 2.14% | ||
| 8 | BANK OF AMERICA CORP /DE/ | 17,602 | 242,000 | 2.13% | ||
| 9 | TWIN FOCUS CAPITAL PARTNERS, LLC | 14,758 | 203,000 | 1.78% | ||
| 10 | PROFICIO CAPITAL PARTNERS LLC | 14,204 | 195,000 | 1.71% | ||
| 11 | DOLIVER ADVISORS, LP | 14,182 | 195,000 | 1.71% | ||
| 12 | Janney Montgomery Scott LLC | 12,134 | 167,000 | 1.47% | ||
| 13 | ROYAL BANK OF CANADA | 8,601 | 118,000 | 1.04% | ||
| 14 | WELLS FARGO & COMPANY/MN | 6,840 | 93,000 | 0.82% | ||
| 15 | Winslow, Evans & Crocker, Inc. | 3,450 | 47,370 | 0.42% | ||
| 16 | Apriem Advisors | 2,200 | 30,000 | 0.26% | ||
| 17 | Brick & Kyle, Associates | 975 | 13,000 | 0.11% | ||
| 18 | MSI Financial Services Inc | 679 | 9,000 | 0.08% | ||
| 19 | CITIGROUP INC | 390 | 5,000 | 0.04% | ||
| 20 | WOLVERINE ASSET MANAGEMENT LLC | 290 | 3,000 | 0.03% | ||
| 21 | Tower Research Capital LLC (TRC) | 14 | 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.
