| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 770,185 | 7,132,000 | 55.48% | ||
| 2 | Shaker Financial Services, LLC | 324,104 | 3,001,000 | 23.35% | ||
| 3 | RAYMOND JAMES & ASSOCIATES | 59,117 | 547,000 | 4.26% | ||
| 4 | OPPENHEIMER & CO INC | 54,108 | 501,000 | 3.90% | ||
| 5 | Raymond James Financial Services Advisors, Inc. | 42,756 | 396,000 | 3.08% | ||
| 6 | WELLS FARGO & COMPANY/MN | 36,643 | 339,000 | 2.64% | ||
| 7 | WOLVERINE ASSET MANAGEMENT LLC | 23,511 | 217,000 | 1.69% | ||
| 8 | LPL Financial LLC | 22,617 | 209,000 | 1.63% | ||
| 9 | 1607 Capital Partners, LLC | 15,000 | 139,000 | 1.08% | ||
| 10 | AMERICAN INTERNATIONAL GROUP, INC. | 14,864 | 137,639 | 1.07% | ||
| 11 | BANK OF AMERICA CORP /DE/ | 6,800 | 63,000 | 0.49% | ||
| 12 | UBS Group AG | 6,393 | 60,000 | 0.47% | ||
| 13 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 5,100 | 47,000 | 0.37% | ||
| 14 | NATIONAL PLANNING CORP | 3,020 | 26,772 | 0.21% | ||
| 15 | B. Riley Wealth Advisors, Inc. | 2,039 | 19,000 | 0.15% | ||
| 16 | ROYAL BANK OF CANADA | 1,624 | 15,000 | 0.12% | ||
| 17 | REGENTATLANTIC CAPITAL LLC | 250 | 2,315 | 0.02% | ||
| 18 | Stratos Wealth Partners, LTD. | 193 | 1,787 | 0.01% | ||
| 19 | 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.
