| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 751,283 | 12,178,000 | 41.07% | ||
| 2 | Raymond James Financial Services Advisors, Inc. | 105,589 | 1,712,000 | 5.77% | ||
| 3 | MORGAN STANLEY | 101,589 | 1,646,000 | 5.55% | ||
| 4 | WELLS FARGO & COMPANY/MN | 96,755 | 1,568,000 | 5.29% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 90,551 | 1,468,000 | 4.95% | ||
| 6 | BENJAMIN F. EDWARDS & COMPANY, INC. | 77,360 | 1,254,000 | 4.23% | ||
| 7 | Bartlett & Co. LLC | 67,609 | 1,096,000 | 3.70% | ||
| 8 | ProVise Management Group, LLC | 54,702 | 887,000 | 2.99% | ||
| 9 | NWAM LLC | 52,065 | 844,000 | 2.85% | ||
| 10 | HighTower Advisors, LLC | 47,999 | 776,000 | 2.62% | ||
| 11 | Horizon Kinetics LLC | 42,565 | 690,000 | 2.33% | ||
| 12 | RAYMOND JAMES & ASSOCIATES | 41,535 | 673,000 | 2.27% | ||
| 13 | LPL Financial LLC | 39,508 | 643,000 | 2.17% | ||
| 14 | FIRST TRUST ADVISORS LP | 35,810 | 580,000 | 1.96% | ||
| 15 | Nuveen Asset Management, LLC | 28,632 | 464,000 | 1.56% | ||
| 16 | ROYAL BANK OF CANADA | 28,375 | 460,000 | 1.55% | ||
| 17 | VAN ECK ASSOCIATES CORP | 27,756 | 450,000 | 1.52% | ||
| 18 | GUGGENHEIM CAPITAL LLC | 23,303 | 378,000 | 1.27% | ||
| 19 | RAYMOND JAMES TRUST N.A. | 16,193 | 262,000 | 0.88% | ||
| 20 | First Allied Advisory Services, Inc. | 13,251 | 215,000 | 0.73% | ||
| 21 | Formidable Asset Management, LLC | 11,718 | 195,000 | 0.66% | ||
| 22 | Affiance Financial, LLC | 11,880 | 193,000 | 0.65% | ||
| 23 | BKS ADVISORS, LLC | 11,610 | 188,000 | 0.63% | ||
| 24 | Cambridge Investment Research Advisors, Inc. | 11,544 | 187,000 | 0.63% | ||
| 25 | Sigma Planning Corp | 11,180 | 181,000 | 0.61% | ||
| 26 | SECURITY NATIONAL TRUST CO | 9,700 | 157,000 | 0.53% | ||
| 27 | MOISAND FITZGERALD TAMAYO, LLC | 5,932 | 96,000 | 0.32% | ||
| 28 | BANK OF MONTREAL /CAN/ | 3,057 | 50,000 | 0.17% | ||
| 29 | Highlander Capital Management, LLC | 3,000 | 49,000 | 0.17% | ||
| 30 | Creative Planning | 2,673 | 43,000 | 0.15% | ||
| 31 | IFP ADVISORS, INC | 1,738 | 28,000 | 0.09% | ||
| 32 | AMERICAN INTERNATIONAL GROUP, INC. | 1,150 | 18,000 | 0.06% | ||
| 33 | CENTRAL TRUST Co | 500 | 8,000 | 0.03% | ||
| 34 | GENEOS WEALTH MANAGEMENT INC. | 545 | 8,000 | 0.03% | ||
| 35 | FIFTH THIRD BANCORP | 300 | 5,000 | 0.02% | ||
| 36 | NORTHERN TRUST CORP | 10,000 | 2,000 | 0.01% |
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.
