| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 810,123 | 14,647,000 | 28.72% | ||
| 2 | MORGAN STANLEY | 731,646 | 13,228,000 | 25.94% | ||
| 3 | WELLS FARGO & COMPANY/MN | 166,610 | 3,012,000 | 5.91% | ||
| 4 | LOOMIS SAYLES & CO L P | 149,810 | 2,710,000 | 5.31% | ||
| 5 | UBS Group AG | 145,661 | 2,633,000 | 5.16% | ||
| 6 | Raymond James Financial Services Advisors, Inc. | 94,103 | 1,701,000 | 3.34% | ||
| 7 | COMERICA SECURITIES INC | 90,775 | 1,641,000 | 3.22% | ||
| 8 | Benchmark Capital Advisors | 88,328 | 1,597,000 | 3.13% | ||
| 9 | FIRST TRUST ADVISORS LP | 70,619 | 1,277,000 | 2.50% | ||
| 10 | ARCUS CAPITAL PARTNERS, LLC | 68,898 | 1,246,000 | 2.44% | ||
| 11 | NTV ASSET MANAGEMENT LLC | 67,656 | 1,223,000 | 2.40% | ||
| 12 | GUGGENHEIM CAPITAL LLC | 53,198 | 962,000 | 1.89% | ||
| 13 | USCA RIA LLC | 51,856 | 938,000 | 1.84% | ||
| 14 | LPL Financial LLC | 45,787 | 827,000 | 1.62% | ||
| 15 | RAYMOND JAMES & ASSOCIATES | 33,047 | 597,000 | 1.17% | ||
| 16 | BECK CAPITAL MANAGEMENT, LLC | 31,972 | 578,000 | 1.13% | ||
| 17 | Commonwealth Equity Services, Inc | 21,820 | 395,000 | 0.77% | ||
| 18 | ROYAL BANK OF CANADA | 20,422 | 369,000 | 0.72% | ||
| 19 | CREDIT SUISSE AG/ | 15,770 | 285,000 | 0.56% | ||
| 20 | D.A. DAVIDSON & CO. | 11,750 | 212,000 | 0.42% | ||
| 21 | ADVISOR GROUP, INC. | 11,341 | 205,000 | 0.40% | ||
| 22 | GREAT AMERICAN GROUP, INC. | 10,000 | 181,000 | 0.35% | ||
| 23 | CITIGROUP INC | 9,829 | 178,000 | 0.35% | ||
| 24 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 8,264 | 149,000 | 0.29% | ||
| 25 | WFG Advisors, LP | 5,836 | 106,000 | 0.21% | ||
| 26 | IFP ADVISORS, INC | 1,849 | 33,000 | 0.06% | ||
| 27 | YORKBRIDGE WEALTH PARTNERS, LLC | 1,500 | 27,000 | 0.05% | ||
| 28 | REILLY FINANCIAL ADVISORS, LLC | 1,055 | 19,000 | 0.04% | ||
| 29 | Creative Planning | 836 | 15,000 | 0.03% | ||
| 30 | MSI Financial Services Inc | 341 | 6,000 | 0.01% | ||
| 31 | PENSERRA CAPITAL MANAGEMENT LLC | 239 | 4,000 | 0.01% | ||
| 32 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 100 | 2,000 | 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.
