| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 406,417 | 5,905,000 | 32.86% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 341,091 | 4,956,000 | 27.58% | ||
| 3 | WELLS FARGO & COMPANY/MN | 104,030 | 1,511,000 | 8.41% | ||
| 4 | Jacobus Wealth Management, Inc. | 98,665 | 1,434,000 | 7.98% | ||
| 5 | GUGGENHEIM CAPITAL LLC | 89,375 | 1,299,000 | 7.23% | ||
| 6 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 37,100 | 539,000 | 3.00% | ||
| 7 | MORGAN STANLEY | 27,523 | 400,000 | 2.23% | ||
| 8 | ROYAL BANK OF CANADA | 21,664 | 315,000 | 1.75% | ||
| 9 | CITIGROUP INC | 17,383 | 253,000 | 1.41% | ||
| 10 | Invesco Ltd. | 16,270 | 236,000 | 1.31% | ||
| 11 | BB&T SECURITIES, LLC | 15,705 | 228,000 | 1.27% | ||
| 12 | OTA Financial Group L.P. | 14,505 | 221,000 | 1.23% | ||
| 13 | Virtu KCG Holdings LLC | 13,873 | 202,000 | 1.12% | ||
| 14 | Commonwealth Equity Services, Inc | 11,283 | 164,000 | 0.91% | ||
| 15 | PNC FINANCIAL SERVICES GROUP, INC. | 8,000 | 116,000 | 0.65% | ||
| 16 | D.A. DAVIDSON & CO. | 5,665 | 82,000 | 0.46% | ||
| 17 | GUPTA WEALTH MANAGEMENT LLC | 5,000 | 73,000 | 0.41% | ||
| 18 | THOMPSON DAVIS & CO., INC. | 1,400 | 20,000 | 0.11% | ||
| 19 | DEUTSCHE BANK AG\ | 1,250 | 18,000 | 0.10% |
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.
