| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 960 | 57,000 | 0.54% | ||
| 2 | Partnervest Advisory Services LLC | 3,626 | 215,000 | 2.05% | ||
| 3 | SII INVESTMENTS INC/WI | 4,177 | 248,000 | 2.37% | ||
| 4 | LifePlan Financial Group, Inc | 4,412 | 262,000 | 2.50% | ||
| 5 | Bray Capital Advisors | 5,450 | 323,000 | 3.08% | ||
| 6 | HL FINANCIAL SERVICES LLC | 8,418 | 499,000 | 4.76% | ||
| 7 | Nair Vinay | 12,426 | 737,000 | 7.03% | ||
| 8 | ADA INVESTMENT MANAGEMENT, LP | 12,426 | 737,000 | 7.03% | ||
| 9 | STATE STREET CORP | 21,474 | 1,273,000 | 12.15% | ||
| 10 | Janney Montgomery Scott LLC | 28,481 | 1,688,354 | 16.11% | ||
| 11 | NORTHSTAR INVESTMENT ADVISORS LLC | 74,862 | 4,438,000 | 42.36% |
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.
