| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ADVISORY RESEARCH INC | 1,602,000 | 15,956,000 | 64.13% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 592,144 | 5,898,000 | 23.70% | ||
| 3 | MORGAN STANLEY | 144,712 | 1,441,000 | 5.79% | ||
| 4 | CORRADO ADVISORS, LLC | 43,245 | 431,000 | 1.73% | ||
| 5 | CITIGROUP INC | 43,300 | 431,000 | 1.73% | ||
| 6 | CREDIT SUISSE AG/ | 14,733 | 147,000 | 0.59% | ||
| 7 | DEUTSCHE BANK AG\ | 12,103 | 120,000 | 0.48% | ||
| 8 | Kovack Advisors, Inc. | 11,948 | 119,000 | 0.48% | ||
| 9 | RENAISSANCE TECHNOLOGIES LLC | 10,302 | 103,000 | 0.41% | ||
| 10 | BlackRock Institutional Trust Company, N.A. | 10,123 | 101,000 | 0.41% | ||
| 11 | Walleye Trading LLC | 3,600 | 36,000 | 0.14% | ||
| 12 | WELLS FARGO & COMPANY/MN | 3,301 | 33,000 | 0.13% | ||
| 13 | JPMORGAN CHASE & CO | 2,300 | 23,000 | 0.09% | ||
| 14 | UBS Group AG | 1,493 | 15,000 | 0.06% | ||
| 15 | Creative Planning | 728 | 7,000 | 0.03% | ||
| 16 | Tower Research Capital LLC (TRC) | 579 | 6,000 | 0.02% | ||
| 17 | IFP ADVISORS, INC | 500 | 5,000 | 0.02% | ||
| 18 | MYCIO WEALTH PARTNERS, LLC | 518 | 5,000 | 0.02% | ||
| 19 | ROYAL BANK OF CANADA | 211 | 2,000 | 0.01% | ||
| 20 | Advisory Services Network, LLC | 223 | 2,000 | 0.01% | ||
| 21 | MSI Financial Services Inc | 100 | 1,000 | 0.00% |
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.
