| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Strategic Income Management, LLC | 405,300 | 4,158,000 | 58.58% | ||
| 2 | Capital Investment Advisors, LLC | 204,815 | 2,101,000 | 29.60% | ||
| 3 | HL FINANCIAL SERVICES LLC | 36,065 | 370,000 | 5.21% | ||
| 4 | CYPRESS WEALTH ADVISORS LLC | 11,106 | 114,000 | 1.61% | ||
| 5 | Psagot Value Holdings Ltd. | 9,000 | 92,000 | 1.30% | ||
| 6 | GROUP ONE TRADING LLC | 8,321 | 85,000 | 1.20% | ||
| 7 | JNBA Financial Advisors | 7,670 | 79,000 | 1.11% | ||
| 8 | TCI Wealth Advisors, Inc. | 5,342 | 55,000 | 0.77% | ||
| 9 | PINKERTON WEALTH, LLC | 3,966 | 41,000 | 0.58% | ||
| 10 | Lenox Wealth Management, Inc. | 300 | 3,000 | 0.04% |
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.
