| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Inc | 64,476 | 1,219,000 | 23.52% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 57,890 | 1,095,000 | 21.13% | ||
| 3 | Linscomb Wealth, Inc. | 54,053 | 1,022,000 | 19.72% | ||
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14,738 | 279,000 | 5.38% | ||
| 5 | MORGAN STANLEY | 14,402 | 272,000 | 5.25% | ||
| 6 | JANE STREET GROUP, LLC | 13,850 | 262,000 | 5.06% | ||
| 7 | Bank of New York Mellon Corp | 13,423 | 254,000 | 4.90% | ||
| 8 | First Allied Advisory Services, Inc. | 12,743 | 241,000 | 4.65% | ||
| 9 | AMERICAN INTERNATIONAL GROUP, INC. | 11,300 | 213,684 | 4.12% | ||
| 10 | WELLS FARGO & COMPANY/MN | 9,010 | 170,000 | 3.28% | ||
| 11 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 2,570 | 49,000 | 0.95% | ||
| 12 | UBS AG | 2,412 | 46,000 | 0.89% | ||
| 13 | DEUTSCHE BANK AG\ | 1,500 | 28,000 | 0.54% | ||
| 14 | ROYAL BANK OF CANADA | 1,356 | 26,000 | 0.50% | ||
| 15 | Creative Planning | 300 | 6,000 | 0.12% |
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.
