| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 627,665 | 5,554,000 | 46.30% | ||
| 2 | Shaker Financial Services, LLC | 367,545 | 3,253,000 | 27.12% | ||
| 3 | WOLVERINE ASSET MANAGEMENT LLC | 84,433 | 747,000 | 6.23% | ||
| 4 | RAYMOND JAMES & ASSOCIATES | 71,717 | 635,000 | 5.29% | ||
| 5 | OPPENHEIMER & CO INC | 54,108 | 479,000 | 3.99% | ||
| 6 | Raymond James Financial Services Advisors, Inc. | 40,501 | 358,000 | 2.98% | ||
| 7 | WELLS FARGO & COMPANY/MN | 24,038 | 213,000 | 1.78% | ||
| 8 | LPL Financial LLC | 20,686 | 181,000 | 1.51% | ||
| 9 | 1607 Capital Partners, LLC | 18,702 | 166,000 | 1.38% | ||
| 10 | AMERICAN INTERNATIONAL GROUP, INC. | 14,874 | 131,633 | 1.10% | ||
| 11 | UBS Group AG | 14,547 | 129,000 | 1.08% | ||
| 12 | BANK OF AMERICA CORP /DE/ | 7,116 | 63,000 | 0.53% | ||
| 13 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 3,204 | 28,000 | 0.23% | ||
| 14 | CITIGROUP INC | 2,646 | 23,000 | 0.19% | ||
| 15 | ROYAL BANK OF CANADA | 1,629 | 14,000 | 0.12% | ||
| 16 | BANK OF MONTREAL /CAN/ | 1,250 | 11,000 | 0.09% | ||
| 17 | Formidable Asset Management, LLC | 1,000 | 9,000 | 0.08% | ||
| 18 | DEUTSCHE BANK AG\ | 400 | 2,000 | 0.02% | ||
| 19 | Tower Research Capital LLC (TRC) | 8 | 0 | 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.
