| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 913,551 | 14,142,000 | 26.94% | ||
| 2 | GUGGENHEIM CAPITAL LLC | 702,494 | 10,875,000 | 20.72% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 437,773 | 6,777,000 | 12.91% | ||
| 4 | WELLS FARGO & COMPANY/MN | 311,804 | 4,826,000 | 9.19% | ||
| 5 | UBS Group AG | 199,925 | 3,094,000 | 5.89% | ||
| 6 | Invesco Ltd. | 147,016 | 2,276,000 | 4.34% | ||
| 7 | CFO4Life, L.P. | 142,552 | 2,207,000 | 4.20% | ||
| 8 | Commonwealth Equity Services, Inc | 58,304 | 903,000 | 1.72% | ||
| 9 | WEDBUSH SECURITIES INC | 55,013 | 852,000 | 1.62% | ||
| 10 | LPL Financial LLC | 51,527 | 811,000 | 1.55% | ||
| 11 | RAYMOND JAMES & ASSOCIATES | 35,401 | 548,000 | 1.04% | ||
| 12 | Cambridge Investment Research Advisors, Inc. | 34,121 | 528,000 | 1.01% | ||
| 13 | HHG & Company, LLC | 32,558 | 504,000 | 0.96% | ||
| 14 | Capital Investment Advisors, LLC | 67,829 | 421,000 | 0.80% | ||
| 15 | CITIGROUP INC | 27,108 | 420,000 | 0.80% | ||
| 16 | AMERICAN INTERNATIONAL GROUP, INC. | 22,335 | 345,741 | 0.66% | ||
| 17 | ROBLE, BELKO & COMPANY, INC | 22,120 | 342,000 | 0.65% | ||
| 18 | IBERIABANK CORP | 18,000 | 279,000 | 0.53% | ||
| 19 | VICUS CAPITAL | 17,376 | 269,000 | 0.51% | ||
| 20 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 16,130 | 249,000 | 0.47% | ||
| 21 | King Wealth Management Group | 15,161 | 235,000 | 0.45% | ||
| 22 | Essex Financial Services, Inc. | 15,000 | 232,000 | 0.44% | ||
| 23 | Cetera Advisors LLC | 13,144 | 204,000 | 0.39% | ||
| 24 | ROYAL BANK OF CANADA | 13,142 | 203,000 | 0.39% | ||
| 25 | M&T BANK CORP | 10,502 | 163,000 | 0.31% | ||
| 26 | CAMBRIDGE TRUST CO | 10,100 | 156,000 | 0.30% | ||
| 27 | DEUTSCHE BANK AG\ | 10,100 | 156,000 | 0.30% | ||
| 28 | PNC FINANCIAL SERVICES GROUP, INC. | 9,391 | 146,000 | 0.28% | ||
| 29 | BENJAMIN F. EDWARDS & COMPANY, INC. | 7,809 | 121,000 | 0.23% | ||
| 30 | D.A. DAVIDSON & CO. | 4,500 | 69,000 | 0.13% | ||
| 31 | Formidable Asset Management, LLC | 2,450 | 38,000 | 0.07% | ||
| 32 | Kistler-Tiffany Companies, LLC | 1,400 | 22,000 | 0.04% | ||
| 33 | Orion Porfolio Solutions, LLC | 1,241 | 19,000 | 0.04% | ||
| 34 | FIFTH THIRD BANCORP | 1,000 | 15,000 | 0.03% | ||
| 35 | NEXT Financial Group, Inc | 964 | 14,000 | 0.03% | ||
| 36 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 681 | 11,000 | 0.02% | ||
| 37 | WFG Advisors, LP | 600 | 9,000 | 0.02% | ||
| 38 | MOTCO | 350 | 5,000 | 0.01% | ||
| 39 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 100 | 2,000 | 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.
