| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Wharton Business Group, LLC | 540,045 | 16,257,000 | 59.49% | ||
| 2 | HighTower Advisors, LLC | 130,809 | 3,938,000 | 14.41% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 62,541 | 1,883,000 | 6.89% | ||
| 4 | Transamerica Financial Advisors, LLC | 60,656 | 1,826,000 | 6.68% | ||
| 5 | SG Americas Securities, LLC | 39,104 | 1,177,000 | 4.31% | ||
| 6 | RAYMOND JAMES & ASSOCIATES | 24,575 | 740,000 | 2.71% | ||
| 7 | LPL Financial LLC | 24,409 | 733,000 | 2.68% | ||
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 18,450 | 555,000 | 2.03% | ||
| 9 | MORGAN STANLEY | 5,760 | 173,000 | 0.63% | ||
| 10 | ROYAL BANK OF CANADA | 1,108 | 33,000 | 0.12% | ||
| 11 | Creative Planning | 226 | 7,000 | 0.03% | ||
| 12 | MSI Financial Services Inc | 223 | 7,000 | 0.03% | ||
| 13 | Parallax Volatility Advisers, L.P. | 1 | 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.
