| # | % | |||||
|---|---|---|---|---|---|---|
| 101 | ProVise Management Group, LLC | 62,399 | 3,201,000 | 0.66% | ||
| 102 | Commonwealth Equity Services, Inc | 63,439 | 3,254,000 | 0.67% | ||
| 103 | Cambridge Investment Research Advisors, Inc. | 63,535 | 3,259,000 | 0.67% | ||
| 104 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 65,153 | 3,342,000 | 0.68% | ||
| 105 | VSR Financial Services, Inc. | 67,385 | 3,457,000 | 0.71% | ||
| 106 | Robert W. Baird & Co. Inc | 70,892 | 3,637,000 | 0.74% | ||
| 107 | Sterneck Capital Management, LLC | 72,642 | 3,727,000 | 0.76% | ||
| 108 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 81,436 | 4,178,000 | 0.86% | ||
| 109 | Invesco Ltd. | 82,891 | 4,252,000 | 0.87% | ||
| 110 | PRING TURNER CAPITAL GROUP INC | 98,325 | 5,044,000 | 1.03% | ||
| 111 | GOLDMAN SACHS GROUP INC | 101,496 | 5,207,000 | 1.07% | ||
| 112 | Janney Montgomery Scott LLC | 108,504 | 5,566,260 | 1.14% | ||
| 113 | STATE STREET CORP | 133,324 | 6,838,000 | 1.40% | ||
| 114 | ASSETMARK, INC | 153,231 | 7,861,000 | 1.61% | ||
| 115 | Bank of New York Mellon Corp | 198,135 | 10,164,000 | 2.08% | ||
| 116 | FOUNDERS BANK & TRUST | 227,111 | 11,651,000 | 2.39% | ||
| 117 | BRINKER CAPITAL INC | 351,134 | 18,013,000 | 3.69% | ||
| 118 | MANAGED ACCOUNT ADVISORS LLC | 355,097 | 18,216,000 | 3.73% | ||
| 119 | Avidian Wealth Enterprises, LLC | 391,376 | 20,078,000 | 4.11% | ||
| 120 | ROYAL BANK OF CANADA | 410,697 | 21,069,000 | 4.31% | ||
| 121 | LPL Financial LLC | 721,950 | 37,036,000 | 7.58% | ||
| 122 | WELLS FARGO & COMPANY/MN | 811,252 | 41,617,000 | 8.52% | ||
| 123 | UBS AG | 987,568 | 50,662,000 | 10.37% | ||
| 124 | BANK OF AMERICA CORP /DE/ | 1,023,453 | 52,503,000 | 10.75% | ||
| 125 | MORGAN STANLEY | 1,579,783 | 81,043,000 | 16.60% |
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.
