Holder | Shares | Date reported | % out | Value |
---|---|---|---|---|
Morgan Stanley | 3,569,250 | 31 Dec 2022 | 8.83% | 176,606,488 |
Wells Fargo & Company | 3,435,142 | 31 Dec 2022 | 8.50% | 169,970,824 |
Bank of America Corporation | 2,093,553 | 31 Dec 2022 | 5.18% | 103,589,001 |
TruWealth Advisors, LLC | 1,540,160 | 31 Dec 2022 | 3.81% | 76,207,116 |
LPL Financial LLC | 1,509,208 | 31 Dec 2022 | 3.74% | 74,675,611 |
Gratus Capital LLC | 1,055,517 | 31 Dec 2022 | 2.61% | 52,226,980 |
Johnson Bixby & Associates, LLC | 1,022,415 | 31 Dec 2022 | 2.53% | 50,589,093 |
Trust Co | 1,003,272 | 31 Dec 2022 | 2.48% | 49,641,898 |
Mariner, LLC | 771,181 | 31 Dec 2022 | 1.91% | 38,158,035 |
Cetera Advisor Networks LLC | 547,468 | 31 Dec 2022 | 1.36% | 27,088,716 |
Holder | Shares | Date reported | % out | Value |
---|---|---|---|---|
Spinnaker ETF Tr-VectorShares Min Vol ETF | 107,814 | 30 Sept 2022 | 0.26% | 5,334,636 |
Northern Lights Fd Tr-PSI Strategic Growth Fd | 57,938 | 30 Sept 2022 | 0.14% | 2,866,772 |
Northern Lights Var Tr-BTS Tactical Fixed Income VIT Fd | 27,424 | 30 Sept 2022 | 0.07% | 1,356,939 |