| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Bouchey Financial Group Ltd | 84,761 | 6,406,000 | 44.49% | ||
| 2 | MORGAN STANLEY | 47,095 | 3,559,000 | 24.72% | ||
| 3 | INTERACTIVE FINANCIAL ADVISORS, INC. | 26,450 | 1,999,000 | 13.88% | ||
| 4 | NORTHERN TRUST CORP | 1,039,945 | 786,000 | 5.46% | ||
| 5 | Virtu KCG Holdings LLC | 6,379 | 482,000 | 3.35% | ||
| 6 | LifePlan Financial Group, Inc | 3,921 | 296,000 | 2.06% | ||
| 7 | CABOT WEALTH MANAGEMENT INC | 3,675 | 278,000 | 1.93% | ||
| 8 | LPL Financial LLC | 3,614 | 273,000 | 1.90% | ||
| 9 | Family Firm, Inc. | 3,600 | 272,000 | 1.89% | ||
| 10 | FIFTH THIRD BANCORP | 436 | 33,000 | 0.23% | ||
| 11 | US BANCORP \DE\ | 188 | 14,000 | 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.
