| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 109,362 | 1,862,000 | 23.51% | ||
| 2 | LPL Financial LLC | 97,693 | 1,636,000 | 20.66% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 46,295 | 788,000 | 9.95% | ||
| 4 | WELLS FARGO & COMPANY/MN | 41,813 | 712,000 | 8.99% | ||
| 5 | ADVISOR GROUP, INC. | 41,058 | 699,000 | 8.83% | ||
| 6 | UBS Group AG | 31,151 | 531,000 | 6.70% | ||
| 7 | RAYMOND JAMES & ASSOCIATES | 21,675 | 369,000 | 4.66% | ||
| 8 | Dorsey & Whitney Trust CO LLC | 18,269 | 311,000 | 3.93% | ||
| 9 | Northside Capital Management, LLC | 18,269 | 311,000 | 3.93% | ||
| 10 | WEDBUSH SECURITIES INC | 12,029 | 205,000 | 2.59% | ||
| 11 | ROYAL BANK OF CANADA | 8,051 | 137,000 | 1.73% | ||
| 12 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 6,796 | 115,000 | 1.45% | ||
| 13 | GENEOS WEALTH MANAGEMENT INC. | 4,167 | 70,000 | 0.88% | ||
| 14 | PNC FINANCIAL SERVICES GROUP, INC. | 4,084 | 70,000 | 0.88% | ||
| 15 | D.A. DAVIDSON & CO. | 3,200 | 54,000 | 0.68% | ||
| 16 | Ironwood Financial, llc | 1,000 | 17,000 | 0.21% | ||
| 17 | BANK OF MONTREAL /CAN/ | 735 | 13,000 | 0.16% | ||
| 18 | WealthTrust-Arizona, LLC | 636 | 11,000 | 0.14% | ||
| 19 | Tower Research Capital LLC (TRC) | 517 | 9,000 | 0.11% |
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.
