| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1,054,744 | 14,766,000 | 27.41% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 546,651 | 7,653,000 | 14.20% | ||
| 3 | JFS WEALTH ADVISORS, LLC | 410,019 | 5,740,000 | 10.65% | ||
| 4 | GUGGENHEIM CAPITAL LLC | 280,786 | 3,931,000 | 7.30% | ||
| 5 | Invesco Ltd. | 264,702 | 3,706,000 | 6.88% | ||
| 6 | UBS Group AG | 188,478 | 2,639,000 | 4.90% | ||
| 7 | Advisors Asset Management, Inc. | 186,650 | 2,613,000 | 4.85% | ||
| 8 | MACKAY SHIELDS LLC | 184,842 | 2,588,000 | 4.80% | ||
| 9 | LPL Financial LLC | 111,707 | 1,572,000 | 2.92% | ||
| 10 | STIFEL FINANCIAL CORP | 94,989 | 1,330,000 | 2.47% | ||
| 11 | Karp Capital Management Corp | 88,732 | 1,242,000 | 2.31% | ||
| 12 | WELLS FARGO & COMPANY/MN | 86,698 | 1,213,000 | 2.25% | ||
| 13 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 43,478 | 609,000 | 1.13% | ||
| 14 | AMERICAN INTERNATIONAL GROUP, INC. | 40,646 | 569,033 | 1.06% | ||
| 15 | DOLIVER ADVISORS, LP | 38,798 | 543,000 | 1.01% | ||
| 16 | Stratos Wealth Partners, LTD. | 38,534 | 539,000 | 1.00% | ||
| 17 | ROYAL BANK OF CANADA | 26,925 | 377,000 | 0.70% | ||
| 18 | Commonwealth Equity Services, Inc | 25,649 | 359,000 | 0.67% | ||
| 19 | Benchmark Capital Advisors | 20,000 | 280,000 | 0.52% | ||
| 20 | M&T BANK CORP | 16,672 | 233,000 | 0.43% | ||
| 21 | INTEGRATED WEALTH MANAGEMENT | 16,385 | 229,000 | 0.43% | ||
| 22 | Bank of New York Mellon Corp | 14,970 | 209,000 | 0.39% | ||
| 23 | Capital Investment Advisors, LLC | 14,800 | 207,000 | 0.38% | ||
| 24 | OPPENHEIMER & CO INC | 14,644 | 205,000 | 0.38% | ||
| 25 | CITIGROUP INC | 8,923 | 125,000 | 0.23% | ||
| 26 | MUFG Americas Holdings Corp | 6,100 | 85,000 | 0.16% | ||
| 27 | REILLY FINANCIAL ADVISORS, LLC | 5,152 | 72,000 | 0.13% | ||
| 28 | Efficient Market Advisors, LLC | 4,950 | 69,000 | 0.13% | ||
| 29 | Apriem Advisors | 4,473 | 63,000 | 0.12% | ||
| 30 | Allworth Financial LP | 2,418 | 34,000 | 0.06% | ||
| 31 | Kavar Capital Partners, LLC | 2,000 | 28,000 | 0.05% | ||
| 32 | Evercore Wealth Management, LLC | 1,650 | 23,000 | 0.04% | ||
| 33 | Formidable Asset Management, LLC | 762 | 11,000 | 0.02% | ||
| 34 | MSI Financial Services Inc | 792 | 11,000 | 0.02% | ||
| 35 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 352 | 5,000 | 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.
