| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Choate Investment Advisors | 2,816,900 | 94,253,482 | 63.97% | ||
| 2 | MORGAN STANLEY | 224,222 | 7,502,000 | 5.09% | ||
| 3 | UBS AG | 203,183 | 6,799,000 | 4.61% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 172,913 | 5,786,000 | 3.93% | ||
| 5 | BB&T SECURITIES, LLC | 16,350 | 5,470,000 | 3.71% | ||
| 6 | RAYMOND JAMES & ASSOCIATES | 163,223 | 5,461,000 | 3.71% | ||
| 7 | WELLS FARGO & COMPANY/MN | 151,789 | 5,079,000 | 3.45% | ||
| 8 | GOLDMAN SACHS GROUP INC | 60,503 | 2,024,000 | 1.37% | ||
| 9 | LPL Financial LLC | 54,148 | 1,812,000 | 1.23% | ||
| 10 | BOSTON ADVISORS LLC | 45,793 | 1,532,000 | 1.04% | ||
| 11 | JPMORGAN CHASE & CO | 43,193 | 1,445,000 | 0.98% | ||
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 40,863 | 1,367,000 | 0.93% | ||
| 13 | Prospera Financial Services Inc | 37,443 | 1,253,000 | 0.85% | ||
| 14 | JANE STREET GROUP, LLC | 34,125 | 1,142,000 | 0.78% | ||
| 15 | Virtu KCG Holdings LLC | 28,777 | 963,000 | 0.65% | ||
| 16 | MSI Financial Services Inc | 24,750 | 828,000 | 0.56% | ||
| 17 | Freedom Investment Management, Inc. | 24,589 | 823,000 | 0.56% | ||
| 18 | AXA S.A. | 22,680 | 759,000 | 0.52% | ||
| 19 | GUGGENHEIM CAPITAL LLC | 20,000 | 670,000 | 0.45% | ||
| 20 | Placemark Investments, Inc. | 15,155 | 507,000 | 0.34% | ||
| 21 | Commonwealth Equity Services, Inc | 12,677 | 424,000 | 0.29% | ||
| 22 | AMERICAN INTERNATIONAL GROUP, INC. | 11,442 | 382,849 | 0.26% | ||
| 23 | BROWN ADVISORY INC | 10,315 | 345,000 | 0.23% | ||
| 24 | HENGEHOLD CAPITAL MANAGEMENT LLC | 6,729 | 225,000 | 0.15% | ||
| 25 | ROYAL BANK OF CANADA | 2,505 | 84,000 | 0.06% | ||
| 26 | B. Riley Wealth Advisors, Inc. | 2,226 | 74,482 | 0.05% | ||
| 27 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 1,965 | 66,000 | 0.04% | ||
| 28 | CITIGROUP INC | 1,550 | 52,000 | 0.04% | ||
| 29 | AMERIPRISE FINANCIAL INC | 1,507 | 50,000 | 0.03% | ||
| 30 | DEUTSCHE BANK AG\ | 1,360 | 45,000 | 0.03% | ||
| 31 | WFG Advisors, LP | 1,297 | 43,000 | 0.03% | ||
| 32 | Capital Advisors, Ltd. LLC | 1,143 | 38,000 | 0.03% | ||
| 33 | COLONY GROUP LLC | 395 | 13,000 | 0.01% | ||
| 34 | US BANCORP \DE\ | 323 | 11,000 | 0.01% | ||
| 35 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 213 | 7,000 | 0.00% | ||
| 36 | B. Riley Wealth Management, Inc. | 200 | 6,000 | 0.00% | ||
| 37 | NEW ENGLAND SECURITIES CORP /MA/ | 105 | 4,000 | 0.00% | ||
| 38 | ENVESTNET ASSET MANAGEMENT INC | 37 | 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.
