| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Atria Investments, Inc | 516 | 21,973,000 | 47.88% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 254,044 | 5,967,000 | 13.00% | ||
| 3 | MORGAN STANLEY | 212,945 | 5,001,000 | 10.90% | ||
| 4 | Texas Yale Capital Corp. | 95,755 | 2,249,000 | 4.90% | ||
| 5 | LPL Financial LLC | 54,035 | 1,302,000 | 2.84% | ||
| 6 | SPINNAKER TRUST | 46,649 | 1,096,000 | 2.39% | ||
| 7 | SYNOVUS FINANCIAL CORP | 43,205 | 1,013,000 | 2.21% | ||
| 8 | WELLS FARGO & COMPANY/MN | 36,184 | 849,000 | 1.85% | ||
| 9 | Ancora Advisors LLC | 32,838 | 771,000 | 1.68% | ||
| 10 | Gradient Investments LLC | 32,349 | 760,000 | 1.66% | ||
| 11 | UBS Group AG | 31,018 | 729,000 | 1.59% | ||
| 12 | Roof Eidam Maycock Peralta, LLC | 24,105 | 566,000 | 1.23% | ||
| 13 | Efficient Advisors, LLC | 20,135 | 473,000 | 1.03% | ||
| 14 | MSI Financial Services Inc | 17,067 | 401,000 | 0.87% | ||
| 15 | BANK HAPOALIM BM | 14,098 | 331,000 | 0.72% | ||
| 16 | JANE STREET GROUP, LLC | 13,803 | 324,000 | 0.71% | ||
| 17 | Raymond James Financial Services Advisors, Inc. | 12,900 | 303,000 | 0.66% | ||
| 18 | BB&T SECURITIES, LLC | 12,864 | 302,000 | 0.66% | ||
| 19 | RAYMOND JAMES & ASSOCIATES | 12,146 | 285,000 | 0.62% | ||
| 20 | CITADEL ADVISORS LLC | 11,427 | 268,000 | 0.58% | ||
| 21 | B. Riley Wealth Advisors, Inc. | 10,669 | 251,000 | 0.55% | ||
| 22 | AMERICAN INTERNATIONAL GROUP, INC. | 9,445 | 221,000 | 0.48% | ||
| 23 | WFG Advisors, LP | 8,429 | 198,000 | 0.43% | ||
| 24 | ROYAL BANK OF CANADA | 6,264 | 147,000 | 0.32% | ||
| 25 | Carroll Financial Associates, Inc. | 3,400 | 85,000 | 0.19% | ||
| 26 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 600 | 14,000 | 0.03% | ||
| 27 | Creative Planning | 300 | 7,000 | 0.02% | ||
| 28 | Hoxton Financial, Inc. | 86 | 2,000 | 0.00% | ||
| 29 | CITIGROUP INC | 27 | 1,000 | 0.00% | ||
| 30 | Parallax Volatility Advisers, L.P. | 1 | 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.
