| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 6,482,295 | 136,128,000 | 23.50% | ||
| 2 | MORGAN STANLEY | 2,465,316 | 51,770,000 | 8.94% | ||
| 3 | WELCH & FORBES LLC | 1,249,853 | 26,246,000 | 4.53% | ||
| 4 | UBS Group AG | 1,131,934 | 23,771,000 | 4.10% | ||
| 5 | Citizens Business Bank | 1,034,693 | 21,728,000 | 3.75% | ||
| 6 | WELLS FARGO & COMPANY/MN | 934,662 | 19,628,000 | 3.39% | ||
| 7 | SIT INVESTMENT ASSOCIATES INC | 776,849 | 16,314,000 | 2.82% | ||
| 8 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 773,602 | 16,246,000 | 2.80% | ||
| 9 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 754,490 | 15,844,000 | 2.73% | ||
| 10 | ZWJ INVESTMENT COUNSEL INC | 660,562 | 13,872,000 | 2.39% | ||
| 11 | APPALOOSA LP | 641,989 | 13,482,000 | 2.33% | ||
| 12 | CEDAR HILL ASSOCIATES, LLC | 631,705 | 13,266,000 | 2.29% | ||
| 13 | ROYAL BANK OF CANADA | 607,456 | 12,757,000 | 2.20% | ||
| 14 | TCTC Holdings, LLC | 517,150 | 10,860,000 | 1.87% | ||
| 15 | LPL Financial LLC | 422,592 | 8,862,000 | 1.53% | ||
| 16 | SFE Investment Counsel | 419,640 | 8,812,000 | 1.52% | ||
| 17 | Mariner Wealth Advisors-Cincinnati, LLC | 373,027 | 7,834,000 | 1.35% | ||
| 18 | Advisors Asset Management, Inc. | 316,373 | 6,644,000 | 1.15% | ||
| 19 | COHEN & STEERS, INC. | 288,838 | 6,066,000 | 1.05% | ||
| 20 | KAYNE ANDERSON CAPITAL ADVISORS LP | 285,929 | 6,004,000 | 1.04% | ||
| 21 | GUGGENHEIM CAPITAL LLC | 279,600 | 5,872,000 | 1.01% | ||
| 22 | Twele Capital Management, Inc. | 278,682 | 5,852,000 | 1.01% | ||
| 23 | Commonwealth Equity Services, Inc | 253,268 | 5,319,000 | 0.92% | ||
| 24 | Whitnell & Co. | 210,876 | 4,428,000 | 0.76% | ||
| 25 | Invesco Ltd. | 210,586 | 4,422,000 | 0.76% | ||
| 26 | SNS Financial Group, LLC | 207,369 | 4,355,000 | 0.75% | ||
| 27 | PRUDENTIAL PLC | 206,921 | 4,345,000 | 0.75% | ||
| 28 | BBVA USA Bancshares, Inc. | 205,663 | 4,319,000 | 0.75% | ||
| 29 | BB&T SECURITIES, LLC | 189,103 | 3,970,000 | 0.69% | ||
| 30 | Janney Montgomery Scott LLC | 179,447 | 3,768,000 | 0.65% | ||
| 31 | BANK OF NOVA SCOTIA | 171,711 | 3,606,000 | 0.62% | ||
| 32 | PARKSIDE INVESTMENTS, LLC | 169,390 | 3,557,000 | 0.61% | ||
| 33 | PINNACLE ASSOCIATES LTD | 160,945 | 3,380,000 | 0.58% | ||
| 34 | BROWN ADVISORY INC | 160,927 | 3,379,000 | 0.58% | ||
| 35 | STIFEL FINANCIAL CORP | 160,989 | 3,377,000 | 0.58% | ||
| 36 | ASSETMARK, INC | 157,735 | 3,313,000 | 0.57% | ||
| 37 | RAYMOND JAMES & ASSOCIATES | 144,960 | 3,044,000 | 0.53% | ||
| 38 | SCHNIEDERS CAPITAL MANAGEMENT LLC | 141,662 | 2,975,000 | 0.51% | ||
| 39 | Shoker Investment Counsel, Inc. | 140,379 | 2,947,000 | 0.51% | ||
| 40 | Signature Financial Management, Inc. | 139,258 | 2,924,000 | 0.50% | ||
| 41 | Raymond James Financial Services Advisors, Inc. | 138,017 | 2,898,000 | 0.50% | ||
| 42 | Allen Investment Management, LLC | 134,442 | 2,823,000 | 0.49% | ||
| 43 | Kingfisher Capital LLC | 117,435 | 2,466,000 | 0.43% | ||
| 44 | Jacobus Wealth Management, Inc. | 115,475 | 2,425,000 | 0.42% | ||
| 45 | Segment Wealth Management, LLC | 99,380 | 2,087,000 | 0.36% | ||
| 46 | TSP Capital Management Group, LLC | 96,975 | 2,036,000 | 0.35% | PRN | |
| 47 | LINCOLN NATIONAL CORP | 96,499 | 2,026,000 | 0.35% | ||
| 48 | BAIRD FINANCIAL GROUP, INC. | 92,450 | 1,941,000 | 0.34% | ||
| 49 | Cambridge Investment Research Advisors, Inc. | 89,052 | 1,870,000 | 0.32% | ||
| 50 | Hilltop Holdings Inc. | 85,777 | 1,801,000 | 0.31% |
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.
