| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 1,154,038 | 13,156,000 | 24.14% | ||
| 2 | Horizon Kinetics LLC | 717,214 | 8,177,000 | 15.00% | ||
| 3 | BB&T SECURITIES, LLC | 50,710 | 5,780,000 | 10.60% | ||
| 4 | GUGGENHEIM CAPITAL LLC | 474,554 | 5,409,000 | 9.92% | ||
| 5 | Invesco Ltd. | 460,436 | 5,249,000 | 9.63% | ||
| 6 | ROYAL BANK OF CANADA | 362,773 | 4,135,000 | 7.59% | ||
| 7 | Nuveen Asset Management, LLC | 218,500 | 2,491,000 | 4.57% | ||
| 8 | MORGAN STANLEY | 175,396 | 1,999,000 | 3.67% | ||
| 9 | Creative Planning | 84,035 | 958,000 | 1.76% | ||
| 10 | SUNTRUST BANKS INC | 81,525 | 929,000 | 1.70% | ||
| 11 | LPL Financial LLC | 70,808 | 811,000 | 1.49% | ||
| 12 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 70,890 | 809,000 | 1.48% | ||
| 13 | WELLS FARGO & COMPANY/MN | 67,878 | 774,000 | 1.42% | ||
| 14 | UBS Group AG | 46,238 | 527,000 | 0.97% | ||
| 15 | SHUFRO ROSE & CO LLC | 42,900 | 489,000 | 0.90% | ||
| 16 | FIRST FOUNDATION ADVISORS | 40,369 | 460,000 | 0.84% | ||
| 17 | Commonwealth Equity Services, Inc | 32,549 | 371,000 | 0.68% | ||
| 18 | Cambridge Investment Research Advisors, Inc. | 32,357 | 369,000 | 0.68% | ||
| 19 | GOLDMAN SACHS GROUP INC | 29,860 | 340,000 | 0.62% | ||
| 20 | DOLIVER ADVISORS, LP | 22,662 | 258,000 | 0.47% | ||
| 21 | NATIONAL PLANNING CORP | 20,537 | 235,000 | 0.43% | ||
| 22 | PNC FINANCIAL SERVICES GROUP, INC. | 15,741 | 179,000 | 0.33% | ||
| 23 | BLB&B Advisors, LLC | 12,848 | 146,000 | 0.27% | ||
| 24 | BENJAMIN F. EDWARDS & COMPANY, INC. | 11,722 | 134,000 | 0.25% | ||
| 25 | Cetera Advisors LLC | 11,293 | 129,000 | 0.24% | ||
| 26 | MSI Financial Services Inc | 5,295 | 60,000 | 0.11% | ||
| 27 | CAPTRUST FINANCIAL ADVISORS | 4,600 | 52,440 | 0.10% | ||
| 28 | US BANCORP \DE\ | 2,000 | 23,000 | 0.04% | ||
| 29 | CITIGROUP INC | 1,450 | 17,000 | 0.03% | ||
| 30 | Cowen Prime Services LLC | 1,313 | 15,000 | 0.03% | ||
| 31 | D.A. DAVIDSON & CO. | 1,000 | 11,000 | 0.02% | ||
| 32 | Ironwood Financial, llc | 650 | 7,000 | 0.01% | ||
| 33 | INTEGRATED WEALTH MANAGEMENT | 270 | 3,000 | 0.01% | ||
| 34 | FIFTH THIRD BANCORP | 300 | 3,000 | 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.
