| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 99,277 | 2,060,000 | 45.63% | ||
| 2 | Pinnacle Advisory Group, Inc. | 27,985 | 581,000 | 12.87% | ||
| 3 | UBS AG | 25,148 | 522,000 | 11.56% | ||
| 4 | Cambridge Investment Research Advisors, Inc. | 22,253 | 462,000 | 10.23% | ||
| 5 | ROYAL BANK OF CANADA | 12,601 | 262,000 | 5.80% | ||
| 6 | WELLS FARGO & COMPANY/MN | 12,481 | 259,000 | 5.74% | ||
| 7 | WESTPORT RESOURCES MANAGEMENT INC | 7,000 | 145,000 | 3.21% | ||
| 8 | NEW ENGLAND SECURITIES CORP /MA/ | 4,476 | 93,000 | 2.06% | ||
| 9 | WFG Advisors, LP | 3,904 | 81,000 | 1.79% | ||
| 10 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 1,070 | 22,000 | 0.49% | ||
| 11 | CITIGROUP INC | 475 | 10,000 | 0.22% | ||
| 12 | DEUTSCHE BANK AG\ | 400 | 8,000 | 0.18% | ||
| 13 | BANK OF AMERICA CORP /DE/ | 319 | 7,000 | 0.16% | ||
| 14 | Creative Planning | 136 | 3,000 | 0.07% |
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.
