| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VSR Financial Services, Inc. | 251,022 | 6,655,000 | 17.15% | ||
| 2 | Invesco Ltd. | 231,718 | 6,143,000 | 15.83% | ||
| 3 | BB&T SECURITIES, LLC | 22,251 | 5,898,000 | 15.20% | ||
| 4 | MORGAN STANLEY | 139,047 | 3,686,000 | 9.50% | ||
| 5 | UBS Group AG | 136,730 | 3,625,000 | 9.34% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 82,544 | 2,188,000 | 5.64% | ||
| 7 | DEUTSCHE BANK AG\ | 76,902 | 2,038,000 | 5.25% | ||
| 8 | GUGGENHEIM CAPITAL LLC | 44,285 | 1,174,000 | 3.03% | ||
| 9 | BALDWIN WEALTH PARTNERS LLC/MA | 41,250 | 1,094,000 | 2.82% | ||
| 10 | GARRISON BRADFORD & ASSOCIATES INC | 36,351 | 964,000 | 2.48% | ||
| 11 | ROYAL BANK OF CANADA | 35,447 | 940,000 | 2.42% | ||
| 12 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 31,109 | 825,000 | 2.13% | ||
| 13 | WELLS FARGO & COMPANY/MN | 25,468 | 675,000 | 1.74% | ||
| 14 | Gerstein Fisher | 16,000 | 424,000 | 1.09% | ||
| 15 | DOLIVER ADVISORS, LP | 12,239 | 324,000 | 0.84% | ||
| 16 | LPL Financial LLC | 11,277 | 299,000 | 0.77% | ||
| 17 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 10,776 | 286,000 | 0.74% | ||
| 18 | FAGAN ASSOCIATES, INC. | 10,721 | 284,000 | 0.73% | ||
| 19 | Capital Investment Advisors, LLC | 10,432 | 277,000 | 0.71% | ||
| 20 | Commonwealth Equity Services, Inc | 9,748 | 258,000 | 0.67% | ||
| 21 | WEDBUSH SECURITIES INC | 9,103 | 241,000 | 0.62% | ||
| 22 | CapWealth Advisors, LLC | 4,000 | 106,000 | 0.27% | ||
| 23 | American Research & Management Co. | 2,800 | 74,000 | 0.19% | ||
| 24 | BENJAMIN F. EDWARDS & COMPANY, INC. | 2,800 | 74,000 | 0.19% | ||
| 25 | Tower Research Capital LLC (TRC) | 2,350 | 62,000 | 0.16% | ||
| 26 | CITIGROUP INC | 2,000 | 53,000 | 0.14% | ||
| 27 | WFG Advisors, LP | 1,200 | 32,000 | 0.08% | ||
| 28 | AMERICAN INTERNATIONAL GROUP, INC. | 1,045 | 27,703 | 0.07% | ||
| 29 | GLENMEDE TRUST CO NA | 1,000 | 26,000 | 0.07% | ||
| 30 | Regal Investment Advisors LLC | 902 | 24,000 | 0.06% | ||
| 31 | PNC FINANCIAL SERVICES GROUP, INC. | 644 | 17,000 | 0.04% | ||
| 32 | Creative Planning | 59 | 2,000 | 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.
