| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 137,005 | 2,630,000 | 34.40% | ||
| 2 | MORGAN STANLEY | 91,336 | 1,754,000 | 22.94% | ||
| 3 | Robert W. Baird & Co. Inc | 47,715 | 916,000 | 11.98% | ||
| 4 | CSS LLC/IL | 46,211 | 887,000 | 11.60% | ||
| 5 | UBS AG | 28,897 | 555,000 | 7.26% | ||
| 6 | WELLS FARGO & COMPANY/MN | 22,251 | 427,000 | 5.59% | ||
| 7 | Crosspoint Capital Strategies, LLC | 5,554 | 108,000 | 1.41% | ||
| 8 | ROYAL BANK OF CANADA | 5,383 | 103,000 | 1.35% | ||
| 9 | Gary Goldberg Planning Services Inc | 5,100 | 98,000 | 1.28% | ||
| 10 | AMERICAN INTERNATIONAL GROUP, INC. | 3,200 | 61,440 | 0.80% | ||
| 11 | WFG Advisors, LP | 2,375 | 46,000 | 0.60% | ||
| 12 | B. Riley Wealth Management, Inc. | 1,000 | 19,000 | 0.25% | ||
| 13 | CITIGROUP INC | 837 | 16,000 | 0.21% | ||
| 14 | DEUTSCHE BANK AG\ | 500 | 9,000 | 0.12% | ||
| 15 | FIFTH THIRD BANCORP | 378 | 7,000 | 0.09% | ||
| 16 | CAPTRUST FINANCIAL ADVISORS | 231 | 4,000 | 0.05% | ||
| 17 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 134 | 3,000 | 0.04% | ||
| 18 | Ground Swell Capital, LLC | 86 | 2,000 | 0.03% | ||
| 19 | NEXT Financial Group, Inc | 20 | 0 | 0.00% |
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.
