| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 1,248,246 | 21,632,000 | 51.59% | ||
| 2 | MORGAN STANLEY | 422,220 | 7,317,000 | 17.45% | ||
| 3 | Wharton Business Group, LLC | 174,075 | 3,017,000 | 7.20% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 111,689 | 1,936,000 | 4.62% | ||
| 5 | LPL Financial LLC | 111,499 | 1,932,000 | 4.61% | ||
| 6 | UBS AG | 95,354 | 1,652,000 | 3.94% | ||
| 7 | Gradient Investments LLC | 52,552 | 911,000 | 2.17% | ||
| 8 | SMITH, MOORE & CO. | 52,464 | 909,000 | 2.17% | ||
| 9 | Atria Investments, Inc | 28,125 | 487,000 | 1.16% | ||
| 10 | RAYMOND JAMES & ASSOCIATES | 25,910 | 449,000 | 1.07% | ||
| 11 | JANE STREET GROUP, LLC | 23,544 | 408,000 | 0.97% | ||
| 12 | ROYAL BANK OF CANADA | 17,660 | 306,000 | 0.73% | ||
| 13 | JPMORGAN CHASE & CO | 16,492 | 286,000 | 0.68% | ||
| 14 | BURKE & HERBERT BANK & TRUST CO | 15,200 | 263,000 | 0.63% | ||
| 15 | AMERICAN INTERNATIONAL GROUP, INC. | 8,109 | 140,529 | 0.34% | ||
| 16 | Advisors Preferred, LLC | 6,587 | 114,152 | 0.27% | ||
| 17 | Tortoise Investment Management, LLC | 6,230 | 108,000 | 0.26% | ||
| 18 | Creative Planning | 2,178 | 38,000 | 0.09% | ||
| 19 | WFG Advisors, LP | 1,375 | 24,000 | 0.06% |
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.
