| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Beaumont Financial Partners, LLC | 950,839 | 26,986,000 | 40.65% | ||
| 2 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 568,537 | 16,136,000 | 24.31% | ||
| 3 | ENVESTNET ASSET MANAGEMENT INC | 273,505 | 7,762,000 | 11.69% | ||
| 4 | Commonwealth Equity Services, Inc | 234,845 | 6,665,000 | 10.04% | ||
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 79,312 | 2,251,000 | 3.39% | ||
| 6 | MORGAN STANLEY | 43,612 | 1,237,000 | 1.86% | ||
| 7 | JANE STREET GROUP, LLC | 40,756 | 1,157,000 | 1.74% | ||
| 8 | SG Americas Securities, LLC | 37,255 | 1,057,000 | 1.59% | ||
| 9 | Rehmann Capital Advisory Group | 28,050 | 796,000 | 1.20% | ||
| 10 | GOLDMAN SACHS GROUP INC | 23,105 | 656,000 | 0.99% | ||
| 11 | Argentus Capital Management, LLC | 20,558 | 583,000 | 0.88% | ||
| 12 | BANK OF AMERICA CORP /DE/ | 16,965 | 481,000 | 0.72% | ||
| 13 | ROYAL BANK OF CANADA | 16,681 | 473,000 | 0.71% | ||
| 14 | AMERIPRISE FINANCIAL INC | 1,825 | 52,000 | 0.08% | ||
| 15 | Shamrock Asset Management LLC | 1,624 | 46,000 | 0.07% | ||
| 16 | Tortoise Investment Management, LLC | 1,376 | 39,000 | 0.06% | ||
| 17 | Creative Planning | 200 | 6,000 | 0.01% |
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.
