| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 40,460 | 2,059,000 | 38.04% | ||
| 2 | Placemark Investments, Inc. | 19,152 | 974,000 | 17.99% | ||
| 3 | MORGAN STANLEY | 13,101 | 667,000 | 12.32% | ||
| 4 | RiverFront Investment Group, LLC | 11,202 | 570,000 | 10.53% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 9,794 | 498,000 | 9.20% | ||
| 6 | Virtu Financial LLC | 9,427 | 479,000 | 8.85% | ||
| 7 | AMERICAN INTERNATIONAL GROUP, INC. | 1,303 | 66,310 | 1.22% | ||
| 8 | UBS AG | 605 | 31,000 | 0.57% | ||
| 9 | Creative Planning | 400 | 20,000 | 0.37% | ||
| 10 | US BANCORP \DE\ | 377 | 19,000 | 0.35% | ||
| 11 | ENVESTNET ASSET MANAGEMENT INC | 263 | 13,000 | 0.24% | ||
| 12 | NEXT Financial Group, Inc | 154 | 8,000 | 0.15% | ||
| 13 | Private Advisor Group, LLC | 97 | 5,000 | 0.09% | ||
| 14 | AMERIPRISE FINANCIAL INC | 69 | 4,000 | 0.07% |
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.
