| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 171,012 | 3,333,000 | 26.10% | ||
| 2 | RPG FAMILY WEALTH ADVISORY, LLC | 102,256 | 1,992,969 | 15.61% | ||
| 3 | BESSEMER GROUP INC | 100,041 | 1,950,000 | 15.27% | ||
| 4 | Shaker Financial Services, LLC | 76,172 | 1,485,000 | 11.63% | ||
| 5 | BB&T SECURITIES, LLC | 58,832 | 1,146,000 | 8.98% | ||
| 6 | Invesco Ltd. | 57,931 | 1,130,000 | 8.85% | ||
| 7 | HighTower Advisors, LLC | 22,875 | 445,000 | 3.49% | ||
| 8 | STIFEL FINANCIAL CORP | 17,680 | 345,000 | 2.70% | ||
| 9 | Sigma Planning Corp | 16,972 | 331,000 | 2.59% | ||
| 10 | SG Americas Securities, LLC | 15,919 | 310,000 | 2.43% | ||
| 11 | ROYAL BANK OF CANADA | 6,072 | 118,000 | 0.92% | ||
| 12 | MORGAN STANLEY | 3,135 | 61,000 | 0.48% | ||
| 13 | WELLS FARGO & COMPANY/MN | 3,065 | 60,000 | 0.47% | ||
| 14 | MSI Financial Services Inc | 1,420 | 28,000 | 0.22% | ||
| 15 | Estabrook Capital Management | 1,050 | 20,465 | 0.16% | ||
| 16 | CITIGROUP INC | 650 | 13,000 | 0.10% |
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.
