| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 965,988 | 11,398,000 | 25.55% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 830,852 | 9,804,000 | 21.98% | ||
| 3 | CORNERSTONE ADVISORS INC | 349,973 | 4,130,000 | 9.26% | ||
| 4 | GUGGENHEIM CAPITAL LLC | 347,607 | 4,101,000 | 9.19% | ||
| 5 | BB&T SECURITIES, LLC | 31,700 | 3,740,000 | 8.38% | ||
| 6 | UBS AG | 236,041 | 2,785,000 | 6.24% | ||
| 7 | AMERIPRISE FINANCIAL INC | 200,497 | 2,366,000 | 5.30% | ||
| 8 | WELLS FARGO & COMPANY/MN | 161,724 | 1,909,000 | 4.28% | ||
| 9 | Advisors Asset Management, Inc. | 120,083 | 1,417,000 | 3.18% | ||
| 10 | Karpus Management, Inc. | 80,663 | 952,000 | 2.13% | ||
| 11 | 1607 Capital Partners, LLC | 49,367 | 583,000 | 1.31% | ||
| 12 | WOLVERINE ASSET MANAGEMENT LLC | 35,549 | 419,000 | 0.94% | ||
| 13 | Cetera Advisor Networks LLC | 28,488 | 340,000 | 0.76% | ||
| 14 | HighTower Advisors, LLC | 11,695 | 138,000 | 0.31% | ||
| 15 | Robert W. Baird & Co. Inc | 11,650 | 137,000 | 0.31% | SH | |
| 16 | Shaker Financial Services, LLC | 11,098 | 131,000 | 0.29% | ||
| 17 | ROYAL BANK OF CANADA | 5,200 | 61,000 | 0.14% | ||
| 18 | CITIGROUP INC | 4,750 | 56,000 | 0.13% | ||
| 19 | NEXT Financial Group, Inc | 4,350 | 51,000 | 0.11% | ||
| 20 | BENJAMIN F. EDWARDS & COMPANY, INC. | 3,400 | 40,000 | 0.09% | ||
| 21 | BARCLAYS PLC | 2,000 | 22,000 | 0.05% | ||
| 22 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 800 | 9,000 | 0.02% | ||
| 23 | MSI Financial Services Inc | 710 | 8,000 | 0.02% | ||
| 24 | Clearbridge Investments, LLC | 500 | 6,000 | 0.01% | ||
| 25 | NEW ENGLAND SECURITIES CORP /MA/ | 150 | 2,000 | 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.
