| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CITY NATIONAL BANK | 22,930 | 112,000 | 27.25% | ||
| 2 | Modera Wealth Management, LLC | 20,702 | 101,000 | 24.57% | ||
| 3 | Stilwell Joseph | 14,528 | 71,000 | 17.27% | ||
| 4 | STIFEL FINANCIAL CORP | 12,915 | 61,000 | 14.84% | ||
| 5 | MORGAN STANLEY | 11,747 | 57,000 | 13.87% | ||
| 6 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 1,302 | 6,000 | 1.46% | ||
| 7 | Highlander Capital Management, LLC | 578 | 3,000 | 0.73% | ||
| 8 | UBS Group AG | 76 | 0 | 0.00% | ||
| 9 | WELLS FARGO & COMPANY/MN | 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.
