| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 724,479 | 5,115,000 | 45.80% | ||
| 2 | FLAGSHIP HARBOR ADVISORS, LLC | 173,848 | 1,331,000 | 11.92% | ||
| 3 | IFC Holdings Incorporated/FL | 168,854 | 1,189,000 | 10.65% | ||
| 4 | Commonwealth Equity Services, Inc | 93,864 | 663,000 | 5.94% | ||
| 5 | BAIRD FINANCIAL GROUP, INC. | 79,054 | 558,000 | 5.00% | ||
| 6 | LPL Financial LLC | 56,614 | 406,000 | 3.64% | ||
| 7 | AMERIPRISE FINANCIAL INC | 45,191 | 328,000 | 2.94% | ||
| 8 | AVEO CAPITAL PARTNERS, LLC | 44,982 | 318,000 | 2.85% | ||
| 9 | ADVISOR GROUP, INC. | 37,999 | 268,000 | 2.40% | ||
| 10 | GOOD LIFE ADVISORS, LLC | 27,862 | 208,000 | 1.86% | ||
| 11 | First Allied Advisory Services, Inc. | 24,222 | 171,000 | 1.53% | ||
| 12 | Raymond James Financial Services Advisors, Inc. | 19,811 | 140,000 | 1.25% | ||
| 13 | MORGAN STANLEY | 18,819 | 133,000 | 1.19% | ||
| 14 | Bank of New York Mellon Corp | 12,000 | 85,000 | 0.76% | ||
| 15 | RAYMOND JAMES & ASSOCIATES | 11,907 | 84,000 | 0.75% | ||
| 16 | ROYAL BANK OF CANADA | 9,677 | 68,000 | 0.61% | ||
| 17 | BANK OF AMERICA CORP /DE/ | 9,683 | 68,000 | 0.61% | ||
| 18 | UBS Group AG | 5,065 | 36,000 | 0.32% |
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.
