| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 478,826 | 7,585,000 | 24.46% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 343,139 | 5,435,000 | 17.53% | ||
| 3 | GUGGENHEIM CAPITAL LLC | 294,258 | 4,661,000 | 15.03% | ||
| 4 | Advisors Asset Management, Inc. | 262,919 | 4,165,000 | 13.43% | ||
| 5 | Invesco Ltd. | 255,948 | 4,054,000 | 13.07% | ||
| 6 | UBS Group AG | 96,720 | 1,532,000 | 4.94% | ||
| 7 | GOLDMAN SACHS GROUP INC | 58,502 | 927,000 | 2.99% | ||
| 8 | LPL Financial LLC | 32,578 | 515,000 | 1.66% | ||
| 9 | WELLS FARGO & COMPANY/MN | 25,930 | 411,000 | 1.33% | ||
| 10 | CIBC Private Wealth Group LLC | 24,504 | 388,000 | 1.25% | ||
| 11 | WHITTIER TRUST CO | 17,305 | 274,000 | 0.88% | ||
| 12 | INTEGRATED WEALTH MANAGEMENT | 16,281 | 257,000 | 0.83% | ||
| 13 | AMERIPRISE FINANCIAL INC | 15,400 | 244,000 | 0.79% | ||
| 14 | Montecito Bank & Trust | 10,000 | 158,000 | 0.51% | ||
| 15 | Apriem Advisors | 9,800 | 155,000 | 0.50% | ||
| 16 | REILLY FINANCIAL ADVISORS, LLC | 7,665 | 121,000 | 0.39% | ||
| 17 | AMERICAN INTERNATIONAL GROUP, INC. | 5,064 | 80,210 | 0.26% | ||
| 18 | ROYAL BANK OF CANADA | 1,434 | 23,000 | 0.07% | ||
| 19 | D.A. DAVIDSON & CO. | 1,300 | 20,000 | 0.06% | ||
| 20 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 458 | 7,000 | 0.02% | ||
| 21 | Allworth Financial LP | 8 | 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.
