| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 99,551 | 4,162,000 | 21.21% | ||
| 2 | UBS Group AG | 95,781 | 4,005,000 | 20.41% | ||
| 3 | WELLS FARGO & COMPANY/MN | 77,163 | 3,227,000 | 16.45% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 64,402 | 2,693,000 | 13.73% | ||
| 5 | ROYAL BANK OF CANADA | 28,875 | 1,207,000 | 6.15% | ||
| 6 | SG Americas Securities, LLC | 26,346 | 1,102,000 | 5.62% | ||
| 7 | Bank of New York Mellon Corp | 20,560 | 860,000 | 4.38% | ||
| 8 | RiverFront Investment Group, LLC | 13,955 | 583,000 | 2.97% | ||
| 9 | Pinnacle Advisory Group, Inc. | 12,240 | 511,000 | 2.60% | ||
| 10 | LPL Financial LLC | 10,700 | 444,000 | 2.26% | ||
| 11 | JANE STREET GROUP, LLC | 8,626 | 361,000 | 1.84% | ||
| 12 | WBH ADVISORY INC | 5,167 | 216,000 | 1.10% | ||
| 13 | SECURITY NATIONAL TRUST CO | 9,000 | 167,000 | 0.85% | ||
| 14 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 1,200 | 50,000 | 0.25% | ||
| 15 | CITIGROUP INC | 186 | 8,000 | 0.04% | ||
| 16 | AMERICAN INTERNATIONAL GROUP, INC. | 174 | 7,275 | 0.04% | ||
| 17 | MassMutual Private Wealth & Trust, FSB | 171 | 7,149 | 0.04% | ||
| 18 | MSI Financial Services Inc | 106 | 4,000 | 0.02% | ||
| 19 | B. Riley Wealth Management, Inc. | 100 | 4,000 | 0.02% | ||
| 20 | Parallax Volatility Advisers, L.P. | 1 | 0 | 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.
