| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | TRUIST FINANCIAL CORP | 68,518 | 317,000 | 0.13% | ||
| 52 | AMERIPRISE FINANCIAL INC | 69,772 | 323,000 | 0.13% | ||
| 53 | WealthTrust Axiom LLC | 72,332 | 334,000 | 0.13% | ||
| 54 | ADVISOR GROUP, INC. | 75,680 | 350,000 | 0.14% | ||
| 55 | Horizon Kinetics LLC | 90,301 | 418,000 | 0.17% | ||
| 56 | Klingman & Associates, LLC | 115,452 | 535,000 | 0.22% | ||
| 57 | Jaffetilchin Investment Partners, LLC | 123,089 | 570,000 | 0.23% | ||
| 58 | FINANCIAL ENHANCEMENT GROUP LLC | 131,631 | 609,000 | 0.25% | ||
| 59 | AMUNDI ASSET MANAGEMENT US, INC. | 150,000 | 695,000 | 0.28% | ||
| 60 | TIEDEMANN ADVISORS, LLC | 155,838 | 722,000 | 0.29% | ||
| 61 | Shaker Financial Services, LLC | 157,644 | 730,000 | 0.29% | ||
| 62 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 159,105 | 737,000 | 0.30% | ||
| 63 | STIFEL FINANCIAL CORP | 180,802 | 840,000 | 0.34% | ||
| 64 | ROBINSON CAPITAL MANAGEMENT, LLC | 207,160 | 959,000 | 0.39% | ||
| 65 | MERIDIAN INVESTMENT COUNSEL INC. | 234,594 | 1,086,000 | 0.44% | ||
| 66 | RAYMOND JAMES & ASSOCIATES | 255,041 | 1,181,000 | 0.48% | ||
| 67 | Arete Wealth Advisors, LLC | 290,142 | 1,343,000 | 0.54% | ||
| 68 | Apollo Management Holdings, L.P. | 355,254 | 1,645,000 | 0.66% | ||
| 69 | COMERICA SECURITIES INC | 418,652 | 1,938,000 | 0.78% | ||
| 70 | Advisors Asset Management, Inc. | 443,120 | 2,052,000 | 0.83% | ||
| 71 | ROYAL BANK OF CANADA | 475,351 | 2,201,000 | 0.89% | ||
| 72 | Perella Weinberg Partners Capital Management LP | 522,066 | 2,417,000 | 0.97% | ||
| 73 | Camelot Portfolios, LLC | 695,063 | 3,218,000 | 1.30% | ||
| 74 | LPL Financial LLC | 827,957 | 3,833,000 | 1.54% | ||
| 75 | PRUDENTIAL PLC | 842,238 | 3,900,000 | 1.57% | ||
| 76 | WELLS FARGO & COMPANY/MN | 939,761 | 4,351,000 | 1.75% | ||
| 77 | UBS Group AG | 962,732 | 4,457,000 | 1.80% | ||
| 78 | EDMONDS DUNCAN REGISTERED INVESTMENT ADVISORS, LLC | 1,026,138 | 4,802,000 | 1.93% | ||
| 79 | Westchester Capital Management, LLC | 1,371,457 | 6,350,000 | 2.56% | ||
| 80 | Invesco Ltd. | 1,783,924 | 8,260,000 | 3.33% | ||
| 81 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2,272,248 | 10,521,000 | 4.24% | ||
| 82 | BESSEMER GROUP INC | 3,005,825 | 13,917,000 | 5.61% | ||
| 83 | RESTRUCTURING CAPITAL ASSOCIATES LP | 3,352,276 | 15,521,000 | 6.25% | ||
| 84 | MORGAN STANLEY | 4,601,742 | 21,307,000 | 8.58% | ||
| 85 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 4,649,403 | 21,527,000 | 8.67% | ||
| 86 | BANK OF AMERICA CORP /DE/ | 6,058,136 | 28,049,000 | 11.30% | ||
| 87 | JPMORGAN CHASE & CO | 6,087,779 | 28,187,000 | 11.36% | ||
| 88 | BAILLIE GIFFORD & CO | 9,395,458 | 43,501,000 | 17.53% |
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.
