| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VICUS CAPITAL | 170,649 | 7,779,000 | 56.71% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 37,060 | 1,689,000 | 12.31% | ||
| 3 | LPL Financial LLC | 29,015 | 1,323,000 | 9.64% | ||
| 4 | MORGAN STANLEY | 26,830 | 1,223,000 | 8.92% | ||
| 5 | AMERICAN INTERNATIONAL GROUP, INC. | 12,485 | 569,128 | 4.15% | ||
| 6 | UBS Group AG | 9,410 | 429,000 | 3.13% | ||
| 7 | Commonwealth Equity Services, Inc | 6,832 | 311,000 | 2.27% | ||
| 8 | Cambridge Investment Research Advisors, Inc. | 4,685 | 214,000 | 1.56% | ||
| 9 | ROYAL BANK OF CANADA | 2,527 | 115,000 | 0.84% | ||
| 10 | Apriem Advisors | 600 | 27,000 | 0.20% | ||
| 11 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 447 | 20,000 | 0.15% | ||
| 12 | Ironwood Financial, llc | 245 | 11,000 | 0.08% | ||
| 13 | NEXT Financial Group, Inc | 100 | 5,000 | 0.04% | ||
| 14 | WealthTrust Fairport, LLC | 35 | 2,000 | 0.01% | ||
| 15 | Parallax Volatility Advisers, L.P. | 1 | 0 | 0.00% | ||
| 16 | WELLS FARGO & COMPANY/MN | 2 | 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.
