| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 452,556 | 7,657,000 | 27.22% | ||
| 2 | GUGGENHEIM CAPITAL LLC | 334,006 | 5,651,000 | 20.09% | ||
| 3 | Invesco Ltd. | 254,750 | 4,310,000 | 15.32% | ||
| 4 | Advisors Asset Management, Inc. | 201,470 | 3,409,000 | 12.12% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 112,463 | 1,903,000 | 6.77% | ||
| 6 | LPL Financial LLC | 72,790 | 1,231,000 | 4.38% | ||
| 7 | UBS Group AG | 57,141 | 967,000 | 3.44% | ||
| 8 | WELLS FARGO & COMPANY/MN | 30,913 | 523,000 | 1.86% | ||
| 9 | WHITTIER TRUST CO | 25,908 | 438,000 | 1.56% | ||
| 10 | Raymond James Financial Services Advisors, Inc. | 25,520 | 432,000 | 1.54% | ||
| 11 | CIBC Private Wealth Group LLC | 24,434 | 413,000 | 1.47% | ||
| 12 | INTEGRATED WEALTH MANAGEMENT | 16,281 | 275,000 | 0.98% | ||
| 13 | Montecito Bank & Trust | 13,000 | 220,000 | 0.78% | ||
| 14 | GIRARD SECURITIES, INC. | 12,475 | 211,000 | 0.75% | ||
| 15 | Apriem Advisors | 10,200 | 173,000 | 0.62% | ||
| 16 | REILLY FINANCIAL ADVISORS, LLC | 8,068 | 137,000 | 0.49% | ||
| 17 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 5,158 | 87,000 | 0.31% | ||
| 18 | ROYAL BANK OF CANADA | 2,344 | 40,000 | 0.14% | ||
| 19 | IFP ADVISORS, INC | 1,522 | 26,000 | 0.09% | ||
| 20 | D.A. DAVIDSON & CO. | 1,300 | 21,000 | 0.07% | ||
| 21 | Tower Research Capital LLC (TRC) | 196 | 3,000 | 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.
