| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Beaumont Financial Partners, LLC | 1,116,786 | 31,158,000 | 38.33% | ||
| 2 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 1,068,406 | 29,747,000 | 36.59% | ||
| 3 | ENVESTNET ASSET MANAGEMENT INC | 239,131 | 6,672,000 | 8.21% | ||
| 4 | Commonwealth Equity Services, Inc | 170,922 | 4,769,000 | 5.87% | ||
| 5 | BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 93,400 | 2,606,000 | 3.21% | ||
| 6 | Cambridge Investment Research Advisors, Inc. | 57,999 | 1,618,000 | 1.99% | ||
| 7 | GOLDMAN SACHS GROUP INC | 54,479 | 1,520,000 | 1.87% | ||
| 8 | MORGAN STANLEY | 44,000 | 1,227,000 | 1.51% | ||
| 9 | Argentus Capital Management, LLC | 25,290 | 706,000 | 0.87% | ||
| 10 | Rehmann Capital Advisory Group | 19,366 | 540,000 | 0.66% | ||
| 11 | JANE STREET GROUP, LLC | 10,691 | 298,000 | 0.37% | ||
| 12 | BANK OF AMERICA CORP /DE/ | 9,870 | 275,000 | 0.34% | ||
| 13 | Tortoise Investment Management, LLC | 2,962 | 83,000 | 0.10% | ||
| 14 | FIRST MANHATTAN CO. LLC. | 1,506 | 42,000 | 0.05% | ||
| 15 | AMERIPRISE FINANCIAL INC | 1,091 | 30,000 | 0.04% | ||
| 16 | Shamrock Asset Management LLC | 0 | 0 | 0.00% |
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.
