| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 87,503 | 6,592,000 | 29.61% | ||
| 2 | Bouchey Financial Group Ltd | 79,150 | 5,963,000 | 26.78% | ||
| 3 | DEUTSCHE BANK AG\ | 36,286 | 2,733,000 | 12.27% | ||
| 4 | Virtu KCG Holdings LLC | 32,880 | 2,477,000 | 11.13% | ||
| 5 | INTERACTIVE FINANCIAL ADVISORS, INC. | 28,066 | 2,114,000 | 9.49% | ||
| 6 | CABOT WEALTH MANAGEMENT INC | 16,969 | 1,278,000 | 5.74% | ||
| 7 | NORTHERN TRUST CORP | 663,512 | 500,000 | 2.25% | ||
| 8 | Family Firm, Inc. | 3,600 | 271,000 | 1.22% | ||
| 9 | LPL Financial LLC | 3,186 | 240,000 | 1.08% | ||
| 10 | Stratos Wealth Partners, LTD. | 664 | 50,026 | 0.22% | ||
| 11 | FIFTH THIRD BANCORP | 436 | 33,000 | 0.15% | ||
| 12 | US BANCORP \DE\ | 188 | 14,000 | 0.06% |
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.
