| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 864,561 | 10,971,000 | 43.61% | ||
| 2 | WELLS FARGO & COMPANY/MN | 224,203 | 2,845,000 | 11.31% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 194,645 | 2,470,000 | 9.82% | ||
| 4 | GUGGENHEIM CAPITAL LLC | 135,469 | 1,719,000 | 6.83% | ||
| 5 | UBS Group AG | 104,561 | 1,327,000 | 5.27% | ||
| 6 | Invesco Ltd. | 70,899 | 900,000 | 3.58% | ||
| 7 | RAYMOND JAMES & ASSOCIATES | 65,119 | 826,000 | 3.28% | ||
| 8 | TFS CAPITAL LLC | 58,627 | 744,000 | 2.96% | ||
| 9 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 55,250 | 701,000 | 2.79% | ||
| 10 | PVG Asset Management | 41,550 | 527,269 | 2.10% | ||
| 11 | Shaker Financial Services, LLC | 37,129 | 471,000 | 1.87% | ||
| 12 | Cambridge Investment Research Advisors, Inc. | 32,435 | 412,000 | 1.64% | ||
| 13 | CITIGROUP INC | 31,942 | 405,000 | 1.61% | ||
| 14 | DOLIVER ADVISORS, LP | 27,646 | 350,000 | 1.39% | ||
| 15 | WEDBUSH SECURITIES INC | 13,841 | 176,000 | 0.70% | ||
| 16 | Allen Investment Management, LLC | 12,871 | 163,000 | 0.65% | ||
| 17 | Tower Research Capital LLC (TRC) | 6,600 | 84,000 | 0.33% | ||
| 18 | ROYAL BANK OF CANADA | 3,220 | 41,000 | 0.16% | ||
| 19 | B. Riley Wealth Management, Inc. | 1,000 | 12,000 | 0.05% | ||
| 20 | NATIONAL PLANNING CORP | 596 | 7,790 | 0.03% | ||
| 21 | AMERICAN INTERNATIONAL GROUP, INC. | 500 | 6,345 | 0.03% |
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.
