| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 199,727 | 13,086,000 | 43.89% | ||
| 2 | Sequoia Financial Advisors, LLC | 145,342 | 9,523,000 | 31.94% | ||
| 3 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 61,533 | 4,032,000 | 13.52% | ||
| 4 | LPL Financial LLC | 19,268 | 1,274,000 | 4.27% | ||
| 5 | CITADEL ADVISORS LLC | 7,862 | 515,000 | 1.73% | ||
| 6 | MORGAN STANLEY | 6,555 | 429,000 | 1.44% | ||
| 7 | PEAK FINANCIAL MANAGEMENT, INC. | 4,584 | 300,000 | 1.01% | ||
| 8 | Cambridge Investment Research Advisors, Inc. | 3,459 | 227,000 | 0.76% | ||
| 9 | INTEGRATED WEALTH MANAGEMENT | 3,322 | 218,000 | 0.73% | ||
| 10 | SARGENT BICKHAM LAGUDIS LLC | 1,595 | 105,000 | 0.35% | ||
| 11 | UBS Group AG | 814 | 53,000 | 0.18% | ||
| 12 | Vantage Investment Advisors, LLC | 461 | 29,000 | 0.10% | ||
| 13 | BELL ROCK CAPITAL LLC | 195 | 13,000 | 0.04% | ||
| 14 | WELLS FARGO & COMPANY/MN | 115 | 8,000 | 0.03% | ||
| 15 | Legacy Wealth Management, Inc | 34 | 2,257 | 0.01% | ||
| 16 | Gemmer Asset Management LLC | 26 | 2,000 | 0.01% | ||
| 17 | Ironwood Financial, llc | 16 | 1,000 | 0.00% | ||
| 18 | Parallax Volatility Advisers, L.P. | 1 | 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.
