| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Linscomb Wealth, Inc. | 230,906 | 7,121,000 | 23.03% | ||
| 2 | MORGAN STANLEY | 187,616 | 5,787,000 | 18.72% | ||
| 3 | Gemmer Asset Management LLC | 110,490 | 3,408,000 | 11.02% | ||
| 4 | LPL Financial LLC | 95,683 | 2,919,000 | 9.44% | ||
| 5 | Commonwealth Equity Services, Inc | 92,091 | 2,840,000 | 9.18% | ||
| 6 | BSC PRIVATE WEALTH MANAGEMENT, LLC | 93,051 | 2,839,000 | 9.18% | ||
| 7 | ROYAL BANK OF CANADA | 47,350 | 1,461,000 | 4.72% | ||
| 8 | BANK OF AMERICA CORP /DE/ | 36,840 | 1,136,000 | 3.67% | ||
| 9 | JANE STREET GROUP, LLC | 32,004 | 987,000 | 3.19% | ||
| 10 | STARFIRE INVESTMENT ADVISERS, INC. | 22,708 | 700,315 | 2.26% | ||
| 11 | UBS Group AG | 21,641 | 667,000 | 2.16% | ||
| 12 | Cambridge Investment Research Advisors, Inc. | 14,822 | 457,000 | 1.48% | ||
| 13 | CAPITAL MANAGEMENT CORP /VA | 10,617 | 327,000 | 1.06% | ||
| 14 | ADVISOR GROUP, INC. | 3,475 | 107,000 | 0.35% | ||
| 15 | ENVESTNET ASSET MANAGEMENT INC | 2,303 | 71,000 | 0.23% | ||
| 16 | CITIGROUP INC | 1,637 | 50,000 | 0.16% | ||
| 17 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 538 | 17,000 | 0.05% | ||
| 18 | IFP ADVISORS, INC | 500 | 15,000 | 0.05% | ||
| 19 | NEXT Financial Group, Inc | 400 | 12,000 | 0.04% | ||
| 20 | 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.
