| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ADVISORY RESEARCH INC | 31,782 | 953,000 | 91.63% | ||
| 2 | PITTENGER & ANDERSON INC | 756 | 23,000 | 2.21% | ||
| 3 | MORGAN STANLEY | 607 | 18,000 | 1.73% | ||
| 4 | AllSquare Wealth Management LLC | 590 | 18,000 | 1.73% | ||
| 5 | IFP ADVISORS, INC | 274 | 8,000 | 0.77% | ||
| 6 | BlackRock Fund Advisors | 239 | 7,000 | 0.67% | ||
| 7 | BlackRock Investment Management, LLC | 232 | 7,000 | 0.67% | ||
| 8 | FIRST PREMIER BANK | 200 | 6,000 | 0.58% | ||
| 9 | Tower Research Capital LLC (TRC) | 8 | 0 | 0.00% | ||
| 10 | 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.
