| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HARVEST CAPITAL MANAGEMENT INC | 394,345 | 19,019,000 | 40.42% | ||
| 2 | RAYMOND JAMES & ASSOCIATES | 273,646 | 13,198,000 | 28.05% | ||
| 3 | MORGAN STANLEY | 137,933 | 6,653,000 | 14.14% | ||
| 4 | WELLS FARGO & COMPANY/MN | 53,702 | 2,590,000 | 5.50% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 36,788 | 1,774,000 | 3.77% | ||
| 6 | UBS AG | 26,595 | 1,283,000 | 2.73% | ||
| 7 | LPL Financial LLC | 20,661 | 996,000 | 2.12% | ||
| 8 | Curbstone Financial Management Corp | 10,410 | 502,000 | 1.07% | ||
| 9 | CITIGROUP INC | 8,320 | 401,000 | 0.85% | ||
| 10 | AMERIPRISE FINANCIAL INC | 7,675 | 370,000 | 0.79% | ||
| 11 | KMS FINANCIAL SERVICES, INC | 4,672 | 225,000 | 0.48% | ||
| 12 | AMERICAN INTERNATIONAL GROUP, INC. | 610 | 29,420 | 0.06% | ||
| 13 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 215 | 10,000 | 0.02% |
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.
