| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 483,476 | 7,804,000 | 30.96% | ||
| 2 | MORGAN STANLEY | 364,935 | 5,890,000 | 23.37% | ||
| 3 | Wharton Business Group, LLC | 168,165 | 2,714,000 | 10.77% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 118,107 | 1,906,000 | 7.56% | ||
| 5 | LPL Financial LLC | 105,556 | 1,704,000 | 6.76% | ||
| 6 | UBS AG | 85,182 | 1,375,000 | 5.46% | ||
| 7 | SMITH, MOORE & CO. | 54,099 | 873,000 | 3.46% | ||
| 8 | Atria Investments, Inc | 36,081 | 582,000 | 2.31% | ||
| 9 | Gradient Investments LLC | 31,183 | 503,000 | 2.00% | ||
| 10 | RAYMOND JAMES & ASSOCIATES | 22,200 | 358,000 | 1.42% | ||
| 11 | JPMORGAN CHASE & CO | 16,492 | 266,000 | 1.06% | ||
| 12 | ROYAL BANK OF CANADA | 15,775 | 255,000 | 1.01% | ||
| 13 | BURKE & HERBERT BANK & TRUST CO | 15,200 | 245,000 | 0.97% | ||
| 14 | Virtu KCG Holdings LLC | 15,091 | 244,000 | 0.97% | ||
| 15 | Whitegate Investment Counselors, Inc. | 24,550 | 240,000 | 0.95% | ||
| 16 | Tortoise Investment Management, LLC | 7,430 | 120,000 | 0.48% | ||
| 17 | AMERICAN INTERNATIONAL GROUP, INC. | 5,109 | 82,459 | 0.33% | ||
| 18 | Creative Planning | 2,178 | 35,000 | 0.14% | ||
| 19 | HOWE & RUSLING INC | 514 | 8,000 | 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.
