| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 852,014 | 45,651,000 | 12.77% | ||
| 2 | Kiwi Wealth Investments Limited Partnership | 803,440 | 43,048,000 | 12.04% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 642,446 | 34,423,000 | 9.63% | ||
| 4 | LPL Financial LLC | 610,465 | 32,660,000 | 9.14% | ||
| 5 | WELLS FARGO & COMPANY/MN | 436,540 | 23,390,000 | 6.54% | ||
| 6 | UBS Group AG | 405,160 | 21,708,000 | 6.07% | ||
| 7 | BANK OF STOCKTON | 258,205 | 13,835,000 | 3.87% | ||
| 8 | Financial Architects, Inc | 216,264 | 11,587,000 | 3.24% | ||
| 9 | ENVESTNET ASSET MANAGEMENT INC | 211,405 | 11,327,000 | 3.17% | ||
| 10 | LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 179,681 | 9,627,000 | 2.69% | ||
| 11 | GOLDMAN SACHS GROUP INC | 179,330 | 9,609,000 | 2.69% | ||
| 12 | SII INVESTMENTS INC/WI | 147,428 | 7,894,000 | 2.21% | ||
| 13 | PARK AVENUE SECURITIES LLC | 134,725 | 7,266,000 | 2.03% | ||
| 14 | AMERIPRISE FINANCIAL INC | 129,959 | 6,963,000 | 1.95% | ||
| 15 | Commonwealth Equity Services, Inc | 129,962 | 6,963,000 | 1.95% | ||
| 16 | RAYMOND JAMES & ASSOCIATES | 99,377 | 5,325,000 | 1.49% | ||
| 17 | HighTower Advisors, LLC | 76,235 | 4,085,000 | 1.14% | ||
| 18 | HIGHLAND CAPITAL MANAGEMENT, LLC | 72,709 | 3,896,000 | 1.09% | ||
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 70,256 | 3,764,000 | 1.05% | ||
| 20 | HT Partners LLC | 68,371 | 3,674,000 | 1.03% | ||
| 21 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 66,000 | 3,536,000 | 0.99% | ||
| 22 | Virtu Financial LLC | 65,381 | 3,503,000 | 0.98% | ||
| 23 | CREDIT SUISSE AG/ | 62,080 | 3,326,000 | 0.93% | ||
| 24 | Transamerica Financial Advisors, LLC | 50,094 | 2,685,000 | 0.75% | ||
| 25 | JANE STREET GROUP, LLC | 49,864 | 2,672,000 | 0.75% | ||
| 26 | WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 49,810 | 2,669,000 | 0.75% | ||
| 27 | ROYAL BANK OF CANADA | 39,266 | 2,104,000 | 0.59% | ||
| 28 | VICUS CAPITAL | 38,972 | 2,088,000 | 0.58% | ||
| 29 | BLAIR WILLIAM & CO/IL | 36,050 | 1,931,000 | 0.54% | ||
| 30 | Tuttle Capital Management, LLC | 35,141 | 1,883,000 | 0.53% | ||
| 31 | CITIGROUP INC | 33,285 | 1,783,000 | 0.50% | ||
| 32 | CITADEL ADVISORS LLC | 32,180 | 1,724,000 | 0.48% | ||
| 33 | First Allied Advisory Services, Inc. | 30,040 | 1,613,000 | 0.45% | ||
| 34 | AMERICAN INTERNATIONAL GROUP, INC. | 22,181 | 1,188,459 | 0.33% | ||
| 35 | VSR Financial Services, Inc. | 19,912 | 1,067,000 | 0.30% | ||
| 36 | REZNY WEALTH MANAGEMENT, INC. | 19,382 | 1,038,000 | 0.29% | ||
| 37 | MSI Financial Services Inc | 18,631 | 998,000 | 0.28% | ||
| 38 | Sigma Planning Corp | 18,019 | 965,000 | 0.27% | ||
| 39 | Concert Wealth Management Inc. | 17,414 | 930,000 | 0.26% | ||
| 40 | SIGNATUREFD, LLC | 16,574 | 888,000 | 0.25% | ||
| 41 | GREENLEAF TRUST | 15,600 | 836,000 | 0.23% | ||
| 42 | ALESCO ADVISORS LLC | 15,251 | 817,000 | 0.23% | ||
| 43 | Orion Porfolio Solutions, LLC | 15,000 | 804,000 | 0.22% | ||
| 44 | MILLENNIUM MANAGEMENT LLC | 14,862 | 796,000 | 0.22% | ||
| 45 | MID CONTINENT CAPITAL LLC/IL | 14,510 | 777,000 | 0.22% | ||
| 46 | PEDDOCK CAPITAL ADVISORS, LLC | 13,437 | 720,000 | 0.20% | ||
| 47 | CIBC Private Wealth Group LLC | 13,335 | 714,000 | 0.20% | ||
| 48 | Cetera Advisors LLC | 13,095 | 701,000 | 0.20% | ||
| 49 | BB&T SECURITIES, LLC | 10,950 | 586,000 | 0.16% | ||
| 50 | OPPENHEIMER & CO INC | 10,258 | 550,000 | 0.15% |
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.
