| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 459,056 | 6,592,000 | 23.65% | ||
| 2 | GUGGENHEIM CAPITAL LLC | 344,190 | 4,943,000 | 17.73% | ||
| 3 | Invesco Ltd. | 139,517 | 2,003,000 | 7.19% | ||
| 4 | ROYAL BANK OF CANADA | 129,515 | 1,860,000 | 6.67% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 127,577 | 1,832,000 | 6.57% | ||
| 6 | WELLS FARGO & COMPANY/MN | 100,708 | 1,446,000 | 5.19% | ||
| 7 | UBS Group AG | 93,620 | 1,344,000 | 4.82% | ||
| 8 | Curi Capital, LLC | 66,256 | 951,000 | 3.41% | ||
| 9 | HighTower Advisors, LLC | 47,696 | 685,000 | 2.46% | ||
| 10 | DEUTSCHE BANK AG\ | 47,279 | 678,000 | 2.43% | ||
| 11 | LPL Financial LLC | 43,687 | 633,000 | 2.27% | ||
| 12 | SIT INVESTMENT ASSOCIATES INC | 42,800 | 615,000 | 2.21% | ||
| 13 | DOLIVER ADVISORS, LP | 38,934 | 560,000 | 2.01% | ||
| 14 | Raymond James Financial Services Advisors, Inc. | 27,991 | 402,000 | 1.44% | ||
| 15 | TFS CAPITAL LLC | 26,199 | 376,000 | 1.35% | ||
| 16 | Horizon Kinetics LLC | 24,106 | 346,000 | 1.24% | ||
| 17 | Neuberger Berman Group LLC | 19,500 | 280,000 | 1.00% | ||
| 18 | Northeast Financial Consultants Inc | 19,000 | 273,000 | 0.98% | ||
| 19 | SHUFRO ROSE & CO LLC | 18,000 | 258,000 | 0.93% | PRN | |
| 20 | TIAA CREF TRUST CO FSB/MO | 16,121 | 231,000 | 0.83% | ||
| 21 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 15,273 | 219,000 | 0.79% | ||
| 22 | MSI Financial Services Inc | 14,349 | 206,000 | 0.74% | ||
| 23 | CREDIT SUISSE AG/ | 12,200 | 175,000 | 0.63% | ||
| 24 | USCA RIA LLC | 11,818 | 170,000 | 0.61% | ||
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10,547 | 151,000 | 0.54% | ||
| 26 | King Wealth Management Group | 10,064 | 145,000 | 0.52% | ||
| 27 | WOLVERINE ASSET MANAGEMENT LLC | 9,480 | 136,000 | 0.49% | ||
| 28 | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 7,110 | 102,000 | 0.37% | ||
| 29 | Creative Planning | 4,512 | 65,000 | 0.23% | ||
| 30 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 3,089 | 45,000 | 0.16% | ||
| 31 | THOMPSON SIEGEL & WALMSLEY LLC | 2,875 | 41,000 | 0.15% | ||
| 32 | People's United Financial, Inc. | 2,713 | 39,000 | 0.14% | ||
| 33 | CITIGROUP INC | 1,715 | 25,000 | 0.09% | ||
| 34 | M&R CAPITAL MANAGEMENT INC | 1,202 | 17,000 | 0.06% | ||
| 35 | Evercore Wealth Management, LLC | 944 | 14,000 | 0.05% | ||
| 36 | ADVISOR GROUP, INC. | 1,000 | 14,000 | 0.05% |
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.
