| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1,064,434 | 16,882,000 | 30.35% | ||
| 2 | GUGGENHEIM CAPITAL LLC | 715,542 | 11,346,000 | 20.40% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 396,977 | 6,296,000 | 11.32% | ||
| 4 | WELLS FARGO & COMPANY/MN | 288,097 | 4,569,000 | 8.21% | ||
| 5 | UBS Group AG | 198,749 | 3,152,000 | 5.67% | ||
| 6 | Invesco Ltd. | 139,168 | 2,207,000 | 3.97% | ||
| 7 | CFO4Life, L.P. | 137,550 | 2,182,000 | 3.92% | ||
| 8 | Commonwealth Equity Services, Inc | 56,678 | 899,000 | 1.62% | ||
| 9 | WEDBUSH SECURITIES INC | 52,438 | 832,000 | 1.50% | ||
| 10 | LPL Financial LLC | 42,352 | 668,000 | 1.20% | ||
| 11 | Raymond James Financial Services Advisors, Inc. | 38,890 | 617,000 | 1.11% | ||
| 12 | RAYMOND JAMES & ASSOCIATES | 36,162 | 574,000 | 1.03% | ||
| 13 | HHG & Company, LLC | 32,558 | 516,000 | 0.93% | ||
| 14 | DEUTSCHE BANK AG\ | 29,200 | 462,000 | 0.83% | ||
| 15 | Capital Investment Advisors, LLC | 24,099 | 447,000 | 0.80% | ||
| 16 | CITIGROUP INC | 27,324 | 434,000 | 0.78% | ||
| 17 | Cambridge Investment Research Advisors, Inc. | 26,732 | 424,000 | 0.76% | ||
| 18 | AMERICAN INTERNATIONAL GROUP, INC. | 21,027 | 333,484 | 0.60% | ||
| 19 | ROYAL BANK OF CANADA | 19,324 | 306,000 | 0.55% | ||
| 20 | DOLIVER ADVISORS, LP | 18,129 | 288,000 | 0.52% | ||
| 21 | IBERIABANK CORP | 18,000 | 285,000 | 0.51% | ||
| 22 | VICUS CAPITAL | 17,376 | 276,000 | 0.50% | ||
| 23 | Essex Financial Services, Inc. | 15,000 | 238,000 | 0.43% | ||
| 24 | ROBLE, BELKO & COMPANY, INC | 14,520 | 230,000 | 0.41% | ||
| 25 | Cetera Advisors LLC | 12,982 | 206,000 | 0.37% | ||
| 26 | M&T BANK CORP | 10,502 | 167,000 | 0.30% | ||
| 27 | CAMBRIDGE TRUST CO | 10,100 | 160,000 | 0.29% | ||
| 28 | BENJAMIN F. EDWARDS & COMPANY, INC. | 8,275 | 131,000 | 0.24% | ||
| 29 | PNC FINANCIAL SERVICES GROUP, INC. | 7,789 | 124,000 | 0.22% | ||
| 30 | D.A. DAVIDSON & CO. | 6,975 | 110,000 | 0.20% | ||
| 31 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 6,472 | 103,000 | 0.19% | ||
| 32 | Formidable Asset Management, LLC | 2,450 | 39,000 | 0.07% | ||
| 33 | Somerset Trust Co | 1,800 | 29,000 | 0.05% | ||
| 34 | Orion Porfolio Solutions, LLC | 1,241 | 20,000 | 0.04% | ||
| 35 | FIFTH THIRD BANCORP | 1,000 | 16,000 | 0.03% | ||
| 36 | NEXT Financial Group, Inc | 944 | 14,000 | 0.03% | ||
| 37 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 668 | 11,000 | 0.02% | ||
| 38 | WFG Advisors, LP | 600 | 10,000 | 0.02% | ||
| 39 | WEALTHCARE CAPITAL MANAGEMENT LLC | 447 | 7,000 | 0.01% | ||
| 40 | MOTCO | 350 | 6,000 | 0.01% | ||
| 41 | Tower Research Capital LLC (TRC) | 200 | 3,000 | 0.01% | ||
| 42 | MSI Financial Services Inc | 162 | 3,000 | 0.01% | ||
| 43 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 100 | 1,000 | 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.
