| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Wharton Business Group, LLC | 505,975 | 15,164,000 | 66.77% | ||
| 2 | HighTower Advisors, LLC | 131,329 | 3,936,000 | 17.33% | ||
| 3 | RAYMOND JAMES & ASSOCIATES | 36,424 | 1,092,000 | 4.81% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 28,793 | 863,000 | 3.80% | ||
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 22,438 | 672,000 | 2.96% | ||
| 6 | LPL Financial LLC | 18,671 | 553,000 | 2.43% | ||
| 7 | MORGAN STANLEY | 12,307 | 369,000 | 1.62% | ||
| 8 | ROYAL BANK OF CANADA | 1,616 | 48,000 | 0.21% | ||
| 9 | Creative Planning | 226 | 7,000 | 0.03% | ||
| 10 | MSI Financial Services Inc | 223 | 7,000 | 0.03% |
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.
