| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 2,054,389 | 35,629,000 | 49.09% | ||
| 2 | Wharton Business Group, LLC | 997,725 | 17,303,000 | 23.84% | ||
| 3 | MORGAN STANLEY | 455,812 | 7,905,000 | 10.89% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 122,621 | 2,127,000 | 2.93% | ||
| 5 | LPL Financial LLC | 113,034 | 1,944,000 | 2.68% | ||
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 107,077 | 1,857,000 | 2.56% | ||
| 7 | Gradient Investments LLC | 76,998 | 1,335,000 | 1.84% | ||
| 8 | Virtu Financial LLC | 68,268 | 1,184,000 | 1.63% | ||
| 9 | UBS AG | 49,923 | 866,000 | 1.19% | ||
| 10 | RAYMOND JAMES & ASSOCIATES | 28,164 | 488,000 | 0.67% | ||
| 11 | Atria Investments, Inc | 24,745 | 429,000 | 0.59% | ||
| 12 | ROYAL BANK OF CANADA | 21,850 | 379,000 | 0.52% | ||
| 13 | JPMORGAN CHASE & CO | 17,067 | 296,000 | 0.41% | ||
| 14 | BURKE & HERBERT BANK & TRUST CO | 15,200 | 264,000 | 0.36% | ||
| 15 | Virtu KCG Holdings LLC | 14,690 | 255,000 | 0.35% | ||
| 16 | AMERICAN INTERNATIONAL GROUP, INC. | 8,760 | 151,930 | 0.21% | ||
| 17 | Tortoise Investment Management, LLC | 4,600 | 80,000 | 0.11% | ||
| 18 | Creative Planning | 2,178 | 38,000 | 0.05% | ||
| 19 | WFG Advisors, LP | 1,380 | 24,000 | 0.03% | ||
| 20 | Private Advisor Group, LLC | 1,110 | 19,000 | 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.
