| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 527,199 | 22,037,000 | 47.09% | ||
| 2 | ATWOOD & PALMER INC | 98,850 | 4,132,000 | 8.83% | ||
| 3 | ROYAL BANK OF CANADA | 90,535 | 3,785,000 | 8.09% | ||
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 82,457 | 3,447,000 | 7.37% | ||
| 5 | RAYMOND JAMES & ASSOCIATES | 63,615 | 2,659,000 | 5.68% | ||
| 6 | Virtu KCG Holdings LLC | 54,421 | 2,275,000 | 4.86% | ||
| 7 | JPMORGAN CHASE & CO | 43,079 | 1,801,000 | 3.85% | ||
| 8 | UBS AG | 40,312 | 1,685,000 | 3.60% | ||
| 9 | LPL Financial LLC | 25,830 | 1,080,000 | 2.31% | ||
| 10 | AMERIPRISE FINANCIAL INC | 23,053 | 965,000 | 2.06% | ||
| 11 | BANK OF AMERICA CORP /DE/ | 21,173 | 885,000 | 1.89% | ||
| 12 | STIFEL FINANCIAL CORP | 14,465 | 605,000 | 1.29% | ||
| 13 | Winslow, Evans & Crocker, Inc. | 13,680 | 571,824 | 1.22% | ||
| 14 | Robert W. Baird & Co. Inc | 9,325 | 390,000 | 0.83% | ||
| 15 | JANE STREET GROUP, LLC | 6,386 | 267,000 | 0.57% | ||
| 16 | AMERICAN INTERNATIONAL GROUP, INC. | 2,268 | 94,802 | 0.20% | ||
| 17 | B. Riley Wealth Advisors, Inc. | 1,000 | 41,800 | 0.09% | ||
| 18 | Creative Planning | 759 | 32,000 | 0.07% | ||
| 19 | Ground Swell Capital, LLC | 445 | 19,000 | 0.04% | ||
| 20 | DEUTSCHE BANK AG\ | 286 | 11,000 | 0.02% | ||
| 21 | Gradient Investments LLC | 210 | 9,000 | 0.02% | ||
| 22 | MSI Financial Services Inc | 65 | 3,000 | 0.01% | ||
| 23 | CITIGROUP INC | 3 | 0 | 0.00% | ||
| 24 | B. Riley Wealth Management, Inc. | 0 | 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.
