| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 552,087 | 3,571,000 | 41.97% | ||
| 2 | Apriem Advisors | 175,254 | 1,134,000 | 13.33% | ||
| 3 | MORGAN STANLEY | 143,267 | 927,000 | 10.89% | ||
| 4 | BAIRD FINANCIAL GROUP, INC. | 124,145 | 803,000 | 9.44% | ||
| 5 | Commonwealth Equity Services, Inc | 111,936 | 724,000 | 8.51% | ||
| 6 | WOLVERINE ASSET MANAGEMENT LLC | 64,087 | 414,000 | 4.87% | ||
| 7 | IFC Holdings Incorporated/FL | 27,069 | 183,000 | 2.15% | ||
| 8 | UBS Group AG | 19,445 | 126,000 | 1.48% | ||
| 9 | Capital Investment Advisors, LLC | 15,900 | 103,000 | 1.21% | ||
| 10 | ROYAL BANK OF CANADA | 14,717 | 95,000 | 1.12% | ||
| 11 | LPL Financial LLC | 13,461 | 87,000 | 1.02% | ||
| 12 | Bison Wealth, LLC | 12,344 | 80,000 | 0.94% | ||
| 13 | TFS CAPITAL LLC | 11,659 | 75,000 | 0.88% | ||
| 14 | DOLIVER ADVISORS, LP | 10,248 | 66,000 | 0.78% | ||
| 15 | BENJAMIN F. EDWARDS & COMPANY, INC. | 7,300 | 47,000 | 0.55% | ||
| 16 | SYNOVUS FINANCIAL CORP | 6,597 | 43,000 | 0.51% | ||
| 17 | BANK OF AMERICA CORP /DE/ | 2,706 | 18,000 | 0.21% | ||
| 18 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 1,226 | 7,000 | 0.08% | ||
| 19 | COUNTRY TRUST BANK | 500 | 3,000 | 0.04% | ||
| 20 | WESTPORT RESOURCES MANAGEMENT INC | 448 | 3,000 | 0.04% | ||
| 21 | CITIGROUP INC | 47 | 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.
