| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | STIFEL FINANCIAL CORP | 75,807 | 1,722,000 | 0.59% | ||
| 52 | Ironwood Financial, llc | 77,120 | 1,755,000 | 0.60% | ||
| 53 | Courage Miller Partners, LLC | 78,831 | 1,790,000 | 0.62% | ||
| 54 | LPL Financial LLC | 79,136 | 1,797,000 | 0.62% | ||
| 55 | First Fiduciary Investment Counsel, Inc. | 86,075 | 1,955,000 | 0.67% | ||
| 56 | PacWest Financial Management Inc | 87,784 | 1,994,000 | 0.69% | ||
| 57 | PARK NATIONAL CORP /OH/ | 92,664 | 2,104,400 | 0.72% | ||
| 58 | Spectrum Asset Management, Inc. (NB/CA) | 98,110 | 2,228,000 | 0.77% | ||
| 59 | JANE STREET GROUP, LLC | 103,411 | 2,348,000 | 0.81% | ||
| 60 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 108,795 | 2,471,000 | 0.85% | ||
| 61 | Carnegie Investment Counsel | 112,050 | 2,543,000 | 0.88% | ||
| 62 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 115,571 | 2,625,000 | 0.90% | ||
| 63 | AMERIPRISE FINANCIAL INC | 122,601 | 2,784,000 | 0.96% | ||
| 64 | Legacy Private Trust Co. | 125,836 | 2,857,000 | 0.98% | ||
| 65 | ROYAL BANK OF CANADA | 130,724 | 2,969,000 | 1.02% | ||
| 66 | Genesis Wealth Advisors, LLC | 133,673 | 3,055,777 | 1.05% | ||
| 67 | Advisors Preferred, LLC | 148,300 | 3,361,961 | 1.16% | ||
| 68 | Vigilant Capital Management, LLC | 148,900 | 3,382,000 | 1.16% | ||
| 69 | Gradient Investments LLC | 156,435 | 3,553,000 | 1.22% | ||
| 70 | Raub Brock Capital Management LP | 166,195 | 3,774,000 | 1.30% | ||
| 71 | STANCORP INVESTMENT ADVISERS INC | 169,624 | 3,852,000 | 1.33% | ||
| 72 | HighTower Advisors, LLC | 178,453 | 4,053,000 | 1.40% | ||
| 73 | ATWOOD & PALMER INC | 189,795 | 4,311,000 | 1.48% | ||
| 74 | COURIER CAPITAL LLC | 211,086 | 4,794,000 | 1.65% | ||
| 75 | HENGEHOLD CAPITAL MANAGEMENT LLC | 224,211 | 5,092,000 | 1.75% | ||
| 76 | Linscomb Wealth, Inc. | 312,593 | 7,099,000 | 2.44% | ||
| 77 | EASTERN BANK | 331,236 | 7,523,000 | 2.59% | ||
| 78 | ENVESTNET ASSET MANAGEMENT INC | 332,190 | 7,544,000 | 2.60% | ||
| 79 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 344,042 | 7,813,000 | 2.69% | ||
| 80 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 581,935 | 13,216,000 | 4.55% | ||
| 81 | WELLS FARGO & COMPANY/MN | 587,876 | 13,351,000 | 4.60% | ||
| 82 | Evanston Investments, Inc., dba Evanston Advisors | 639,577 | 14,525,000 | 5.00% | ||
| 83 | DAVENPORT & Co LLC | 879,266 | 19,968,131 | 6.87% | ||
| 84 | UBS Group AG | 882,227 | 20,035,000 | 6.90% | ||
| 85 | MORGAN STANLEY | 927,804 | 21,071,000 | 7.25% | ||
| 86 | Capital Advantage, Inc. | 1,243,363 | 28,237,000 | 9.72% | ||
| 87 | BANK OF AMERICA CORP /DE/ | 1,473,983 | 33,473,000 | 11.52% |
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.
