| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 571,347 | 3,353,000 | 46.28% | ||
| 2 | Apriem Advisors | 167,734 | 985,000 | 13.60% | ||
| 3 | MORGAN STANLEY | 133,624 | 785,000 | 10.84% | ||
| 4 | Commonwealth Equity Services, Inc | 101,966 | 599,000 | 8.27% | ||
| 5 | AMERICAN INTERNATIONAL GROUP, INC. | 57,700 | 339,000 | 4.68% | ||
| 6 | IFC Holdings Incorporated/FL | 44,409 | 274,000 | 3.78% | ||
| 7 | Raymond James Financial Services Advisors, Inc. | 39,075 | 229,000 | 3.16% | ||
| 8 | WESTPORT RESOURCES MANAGEMENT INC | 23,751 | 139,000 | 1.92% | ||
| 9 | BANK OF AMERICA CORP /DE/ | 15,510 | 91,000 | 1.26% | ||
| 10 | Capital Investment Advisors, LLC | 13,100 | 77,000 | 1.06% | ||
| 11 | J.P. Turner & Co Capital Mnagement, LLC | 12,600 | 74,000 | 1.02% | ||
| 12 | Bison Wealth, LLC | 12,391 | 73,000 | 1.01% | ||
| 13 | LPL Financial LLC | 11,279 | 69,000 | 0.95% | ||
| 14 | ROYAL BANK OF CANADA | 8,808 | 52,000 | 0.72% | ||
| 15 | SYNOVUS FINANCIAL CORP | 6,597 | 39,000 | 0.54% | ||
| 16 | BENJAMIN F. EDWARDS & COMPANY, INC. | 6,550 | 38,000 | 0.52% | ||
| 17 | UBS Group AG | 3,708 | 22,000 | 0.30% | ||
| 18 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 851 | 5,000 | 0.07% | ||
| 19 | Tower Research Capital LLC (TRC) | 368 | 2,000 | 0.03% |
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.