| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Inc | 73,210 | 1,457,000 | 21.47% | ||
| 2 | ROYAL BANK OF CANADA | 68,403 | 1,362,000 | 20.07% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 55,993 | 1,114,000 | 16.42% | ||
| 4 | Linscomb Wealth, Inc. | 49,749 | 990,000 | 14.59% | ||
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 27,599 | 549,000 | 8.09% | ||
| 6 | AMERICAN INTERNATIONAL GROUP, INC. | 13,856 | 275,763 | 4.06% | ||
| 7 | MORGAN STANLEY | 13,785 | 274,000 | 4.04% | ||
| 8 | Bank of New York Mellon Corp | 12,395 | 247,000 | 3.64% | ||
| 9 | First Allied Advisory Services, Inc. | 11,383 | 229,000 | 3.38% | ||
| 10 | WELLS FARGO & COMPANY/MN | 8,034 | 160,000 | 2.36% | ||
| 11 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 2,570 | 51,000 | 0.75% | ||
| 12 | UBS AG | 1,888 | 38,000 | 0.56% | ||
| 13 | DEUTSCHE BANK AG\ | 1,500 | 29,000 | 0.43% | ||
| 14 | Creative Planning | 300 | 6,000 | 0.09% | ||
| 15 | B. Riley Wealth Advisors, Inc. | 100 | 1,990 | 0.03% | ||
| 16 | NEXT Financial Group, Inc | 63 | 1,000 | 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.
