| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 0 | 0 | 0.00% | ||
| 2 | Tower Research Capital LLC (TRC) | 64 | 2,000 | 0.05% | ||
| 3 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 400 | 12,000 | 0.28% | ||
| 4 | BlackRock Finance, Inc. | 498 | 14,000 | 0.33% | ||
| 5 | PNC FINANCIAL SERVICES GROUP, INC. | 1,154 | 34,000 | 0.79% | ||
| 6 | JFS WEALTH ADVISORS, LLC | 2,100 | 57,000 | 1.32% | ||
| 7 | UBS Group AG | 2,916 | 85,000 | 1.98% | ||
| 8 | Creative Planning | 8,187 | 239,000 | 5.56% | ||
| 9 | Minerva Advisors LLC | 15,359 | 431,000 | 10.02% | ||
| 10 | BANC FUNDS CO LLC | 117,207 | 3,428,000 | 79.68% |
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.
