| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 451,059 | 4,371,000 | 39.97% | ||
| 2 | Jacobus Wealth Management, Inc. | 130,870 | 1,268,000 | 11.59% | ||
| 3 | Invesco Ltd. | 128,210 | 1,242,000 | 11.36% | ||
| 4 | RAYMOND JAMES & ASSOCIATES | 56,046 | 543,000 | 4.97% | ||
| 5 | WELLS FARGO & COMPANY/MN | 54,528 | 528,000 | 4.83% | ||
| 6 | GUGGENHEIM CAPITAL LLC | 53,954 | 523,000 | 4.78% | ||
| 7 | BANK OF AMERICA CORP /DE/ | 39,981 | 387,000 | 3.54% | ||
| 8 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 36,100 | 350,000 | 3.20% | ||
| 9 | AMERIPRISE FINANCIAL INC | 27,048 | 262,000 | 2.40% | ||
| 10 | Commonwealth Equity Services, Inc | 25,145 | 244,000 | 2.23% | ||
| 11 | MORGAN STANLEY | 23,186 | 225,000 | 2.06% | ||
| 12 | Cetera Advisor Networks LLC | 17,048 | 165,000 | 1.51% | ||
| 13 | ROYAL BANK OF CANADA | 15,729 | 152,000 | 1.39% | ||
| 14 | CITIGROUP INC | 14,329 | 139,000 | 1.27% | ||
| 15 | CETERA INVESTMENT ADVISERS | 13,845 | 135,000 | 1.23% | ||
| 16 | BB&T SECURITIES, LLC | 11,727 | 113,000 | 1.03% | ||
| 17 | Virtu KCG Holdings LLC | 11,178 | 108,000 | 0.99% | ||
| 18 | Apriem Advisors | 10,075 | 98,000 | 0.90% | ||
| 19 | Creative Planning | 5,630 | 55,000 | 0.50% | ||
| 20 | THOMPSON DAVIS & CO., INC. | 2,400 | 23,000 | 0.21% | ||
| 21 | Tower Research Capital LLC (TRC) | 488 | 5,000 | 0.05% |
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.
