| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Choate Investment Advisors | 2,509,013 | 80,514,070 | 73.76% | ||
| 2 | MORGAN STANLEY | 168,125 | 5,395,000 | 4.94% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 156,707 | 5,029,000 | 4.61% | ||
| 4 | RAYMOND JAMES & ASSOCIATES | 154,408 | 4,955,000 | 4.54% | ||
| 5 | UBS AG | 124,464 | 3,994,000 | 3.66% | ||
| 6 | LPL Financial LLC | 49,150 | 1,577,000 | 1.44% | ||
| 7 | BOSTON ADVISORS LLC | 46,439 | 1,490,000 | 1.37% | ||
| 8 | JPMORGAN CHASE & CO | 34,182 | 1,097,000 | 1.00% | ||
| 9 | Bouchey Financial Group Ltd | 31,358 | 1,006,000 | 0.92% | ||
| 10 | Prospera Financial Services Inc | 33,939 | 784,000 | 0.72% | ||
| 11 | MSI Financial Services Inc | 24,419 | 784,000 | 0.72% | ||
| 12 | AXA S.A. | 21,920 | 703,000 | 0.64% | ||
| 13 | GUGGENHEIM CAPITAL LLC | 14,800 | 474,000 | 0.43% | ||
| 14 | JANE STREET GROUP, LLC | 14,091 | 452,000 | 0.41% | ||
| 15 | Commonwealth Equity Services, Inc | 10,971 | 352,000 | 0.32% | ||
| 16 | BROWN ADVISORY INC | 4,400 | 141,000 | 0.13% | ||
| 17 | B. Riley Wealth Advisors, Inc. | 2,631 | 84,000 | 0.08% | ||
| 18 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 1,963 | 62,000 | 0.06% | ||
| 19 | CITIGROUP INC | 1,550 | 50,000 | 0.05% | ||
| 20 | DEUTSCHE BANK AG\ | 1,360 | 43,000 | 0.04% | ||
| 21 | Capital Advisors, Ltd. LLC | 1,141 | 37,000 | 0.03% | ||
| 22 | WFG Advisors, LP | 1,084 | 35,000 | 0.03% | ||
| 23 | ROYAL BANK OF CANADA | 705 | 23,000 | 0.02% | ||
| 24 | WELLS FARGO & COMPANY/MN | 700 | 22,000 | 0.02% | ||
| 25 | AMERIPRISE FINANCIAL INC | 604 | 19,000 | 0.02% | ||
| 26 | US BANCORP \DE\ | 323 | 10,000 | 0.01% | ||
| 27 | AMERICAN INTERNATIONAL GROUP, INC. | 309 | 9,916 | 0.01% | ||
| 28 | B. Riley Wealth Management, Inc. | 200 | 6,000 | 0.01% | ||
| 29 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 113 | 4,000 | 0.00% | ||
| 30 | NEW ENGLAND SECURITIES CORP /MA/ | 105 | 3,000 | 0.00% | ||
| 31 | ENVESTNET ASSET MANAGEMENT INC | 55 | 2,000 | 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.
