| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 1,044,937 | 17,346,000 | 32.59% | ||
| 2 | GUGGENHEIM CAPITAL LLC | 405,856 | 6,737,000 | 12.66% | ||
| 3 | UBS Group AG | 296,421 | 4,920,000 | 9.24% | ||
| 4 | Invesco Ltd. | 285,108 | 4,733,000 | 8.89% | ||
| 5 | Advisors Asset Management, Inc. | 282,798 | 4,694,000 | 8.82% | ||
| 6 | LPL Financial LLC | 130,611 | 2,176,000 | 4.09% | ||
| 7 | MORGAN STANLEY | 124,785 | 2,072,000 | 3.89% | ||
| 8 | ROYAL BANK OF CANADA | 107,503 | 1,785,000 | 3.35% | ||
| 9 | WELLS FARGO & COMPANY/MN | 95,280 | 1,582,000 | 2.97% | ||
| 10 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 79,220 | 1,315,000 | 2.47% | ||
| 11 | Apriem Advisors | 62,664 | 1,040,000 | 1.95% | ||
| 12 | RAYMOND JAMES & ASSOCIATES | 44,000 | 730,000 | 1.37% | ||
| 13 | Raymond James Financial Services Advisors, Inc. | 39,175 | 650,000 | 1.22% | ||
| 14 | WESCAP MANAGEMENT GROUP, INC. | 33,959 | 564,000 | 1.06% | ||
| 15 | Diligent Investors, LLC | 30,272 | 494,000 | 0.93% | ||
| 16 | INTEGRATED WEALTH MANAGEMENT | 29,021 | 482,000 | 0.91% | ||
| 17 | WHITTIER TRUST CO | 19,328 | 321,000 | 0.60% | ||
| 18 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 14,652 | 243,000 | 0.46% | ||
| 19 | LAUREL WEALTH ADVISORS, INC. | 14,650 | 243,000 | 0.46% | ||
| 20 | Stratos Wealth Partners, LTD. | 14,160 | 235,000 | 0.44% | ||
| 21 | ADVISOR GROUP, INC. | 13,800 | 228,000 | 0.43% | ||
| 22 | GIRARD SECURITIES, INC. | 11,819 | 196,000 | 0.37% | ||
| 23 | PNC FINANCIAL SERVICES GROUP, INC. | 10,200 | 170,000 | 0.32% | ||
| 24 | IFP ADVISORS, INC | 5,767 | 96,000 | 0.18% | ||
| 25 | DEUTSCHE BANK AG\ | 5,475 | 90,000 | 0.17% | ||
| 26 | D.A. DAVIDSON & CO. | 2,350 | 39,000 | 0.07% | ||
| 27 | Creative Planning | 1,883 | 31,000 | 0.06% | ||
| 28 | GENOVESE BURFORD & BROTHERS WEALTH & RETIREMENT PLAN MANAGEMENT, LLC | 1,000 | 16,000 | 0.03% | ||
| 29 | NEXT Financial Group, Inc | 300 | 4,000 | 0.01% | ||
| 30 | CWM, LLC | 4 | 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.
