| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BB&T SECURITIES, LLC | 31,130 | 6,823,000 | 18.83% | ||
| 2 | MORGAN STANLEY | 277,066 | 6,074,000 | 16.76% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 230,369 | 5,050,000 | 13.94% | ||
| 4 | UBS AG | 176,102 | 3,860,000 | 10.65% | ||
| 5 | Cambridge Investment Research Advisors, Inc. | 127,032 | 2,785,000 | 7.69% | ||
| 6 | NATIONAL PLANNING CORP | 107,947 | 2,362,000 | 6.52% | ||
| 7 | LPL Financial LLC | 81,101 | 1,775,000 | 4.90% | ||
| 8 | WELLS FARGO & COMPANY/MN | 71,901 | 1,576,000 | 4.35% | ||
| 9 | ROYAL BANK OF CANADA | 63,575 | 1,394,000 | 3.85% | ||
| 10 | First Allied Advisory Services, Inc. | 63,393 | 1,392,000 | 3.84% | ||
| 11 | Invesco Ltd. | 36,902 | 809,000 | 2.23% | PRN | |
| 12 | RAYMOND JAMES & ASSOCIATES | 34,405 | 754,000 | 2.08% | ||
| 13 | Janney Montgomery Scott LLC | 22,103 | 484,489 | 1.34% | ||
| 14 | WFG Advisors, LP | 20,383 | 447,000 | 1.23% | ||
| 15 | AMERICAN INTERNATIONAL GROUP, INC. | 7,678 | 168,302 | 0.46% | ||
| 16 | MSI Financial Services Inc | 6,735 | 148,000 | 0.41% | ||
| 17 | Creative Planning | 3,757 | 82,000 | 0.23% | ||
| 18 | Avior Wealth Management, LLC | 2,550 | 56,000 | 0.15% | ||
| 19 | Gary Goldberg Planning Services Inc | 2,410 | 53,000 | 0.15% | ||
| 20 | PNC FINANCIAL SERVICES GROUP, INC. | 1,830 | 40,000 | 0.11% | ||
| 21 | DEUTSCHE BANK AG\ | 1,349 | 29,000 | 0.08% | ||
| 22 | NEW ENGLAND SECURITIES CORP /MA/ | 1,102 | 24,000 | 0.07% | ||
| 23 | Winslow, Evans & Crocker, Inc. | 900 | 19,728 | 0.05% | ||
| 24 | CITIGROUP INC | 535 | 12,000 | 0.03% | ||
| 25 | Ground Swell Capital, LLC | 270 | 6,000 | 0.02% | ||
| 26 | Regal Investment Advisors LLC | 250 | 5,000 | 0.01% | ||
| 27 | THOMPSON DAVIS & CO., INC. | 200 | 4,000 | 0.01% | ||
| 28 | NEXT Financial Group, Inc | 150 | 3,000 | 0.01% |
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.
