| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 702,611 | 6,590,000 | 58.10% | ||
| 2 | Shaker Financial Services, LLC | 147,599 | 1,384,000 | 12.20% | ||
| 3 | OPPENHEIMER & CO INC | 78,092 | 733,000 | 6.46% | ||
| 4 | Raymond James Financial Services Advisors, Inc. | 63,395 | 595,000 | 5.25% | ||
| 5 | RAYMOND JAMES & ASSOCIATES | 51,273 | 481,000 | 4.24% | ||
| 6 | LPL Financial LLC | 45,529 | 427,000 | 3.76% | ||
| 7 | WELLS FARGO & COMPANY/MN | 37,583 | 353,000 | 3.11% | ||
| 8 | DOLIVER ADVISORS, LP | 25,053 | 235,000 | 2.07% | ||
| 9 | TFS CAPITAL LLC | 12,879 | 121,000 | 1.07% | ||
| 10 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 12,339 | 116,000 | 1.02% | ||
| 11 | First Allied Advisory Services, Inc. | 11,155 | 105,000 | 0.93% | ||
| 12 | BANK OF AMERICA CORP /DE/ | 6,675 | 62,000 | 0.55% | ||
| 13 | AMERICAN INTERNATIONAL GROUP, INC. | 6,000 | 56,280 | 0.50% | ||
| 14 | UBS AG | 5,228 | 49,000 | 0.43% | ||
| 15 | B. Riley Wealth Advisors, Inc. | 2,039 | 19,121 | 0.17% | ||
| 16 | ROYAL BANK OF CANADA | 1,616 | 15,000 | 0.13% | ||
| 17 | DEUTSCHE BANK AG\ | 200 | 1,000 | 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.
