| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 229,490 | 6,015,000 | 23.02% | ||
| 2 | NewSquare Capital LLC | 142,490 | 3,735,000 | 14.29% | ||
| 3 | STATE STREET CORP | 139,400 | 3,654,000 | 13.98% | ||
| 4 | MORGAN STANLEY | 123,304 | 3,232,000 | 12.37% | ||
| 5 | COLONY GROUP LLC | 116,360 | 3,050,000 | 11.67% | ||
| 6 | Freedom Investment Management, Inc. | 80,364 | 2,106,000 | 8.06% | ||
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 44,472 | 1,166,000 | 4.46% | ||
| 8 | AMERICAN INTERNATIONAL GROUP, INC. | 34,122 | 894,321 | 3.42% | ||
| 9 | FAGAN ASSOCIATES, INC. | 29,328 | 769,000 | 2.94% | ||
| 10 | HighTower Advisors, LLC | 26,925 | 706,000 | 2.70% | ||
| 11 | AVIANCE CAPITAL MANAGEMENT, LLC | 21,275 | 558,000 | 2.14% | ||
| 12 | Strategic Capital Alternatives LLC | 4,537 | 119,000 | 0.46% | ||
| 13 | DEUTSCHE BANK AG\ | 2,782 | 72,000 | 0.28% | ||
| 14 | ENVESTNET ASSET MANAGEMENT INC | 1,320 | 35,000 | 0.13% | ||
| 15 | ROYAL BANK OF CANADA | 573 | 15,000 | 0.06% | ||
| 16 | MSI Financial Services Inc | 165 | 4,000 | 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.