| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ROYAL BANK OF CANADA | 44,331 | 7,820,000 | 31.97% | ||
| 2 | MORGAN STANLEY | 20,535 | 3,622,000 | 14.81% | ||
| 3 | FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 18,477 | 3,260,000 | 13.33% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 14,916 | 2,631,000 | 10.75% | ||
| 5 | AMERICAN INTERNATIONAL GROUP, INC. | 7,169 | 1,264,672 | 5.17% | ||
| 6 | DEUTSCHE BANK AG\ | 5,866 | 1,034,000 | 4.23% | ||
| 7 | LPL Financial LLC | 5,890 | 1,023,000 | 4.18% | ||
| 8 | VICUS CAPITAL | 4,730 | 834,000 | 3.41% | ||
| 9 | WELLS FARGO & COMPANY/MN | 4,000 | 706,000 | 2.89% | ||
| 10 | FMR LLC | 2,642 | 466,000 | 1.90% | ||
| 11 | Commonwealth Equity Services, Inc | 2,291 | 404,000 | 1.65% | ||
| 12 | STIFEL FINANCIAL CORP | 2,042 | 360,000 | 1.47% | ||
| 13 | UBS AG | 2,023 | 357,000 | 1.46% | ||
| 14 | M&T BANK CORP | 1,710 | 302,000 | 1.23% | ||
| 15 | Kovack Advisors, Inc. | 1,311 | 231,000 | 0.94% | ||
| 16 | Orion Porfolio Solutions, LLC | 305 | 54,000 | 0.22% | ||
| 17 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 274 | 48,000 | 0.20% | ||
| 18 | Pinnacle Summer Investments, Inc. | 160 | 28,000 | 0.11% | ||
| 19 | Capital Advisors, Ltd. LLC | 96 | 16,000 | 0.07% | ||
| 20 | Ground Swell Capital, LLC | 18 | 3,000 | 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.
