| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 85,941 | 5,066,000 | 33.72% | ||
| 2 | MORGAN STANLEY | 81,677 | 4,814,000 | 32.04% | ||
| 3 | HighTower Advisors, LLC | 56,345 | 3,315,000 | 22.06% | ||
| 4 | AMERIPRISE FINANCIAL INC | 9,488 | 559,000 | 3.72% | ||
| 5 | RAYMOND JAMES & ASSOCIATES | 8,748 | 516,000 | 3.43% | ||
| 6 | LPL Financial LLC | 6,298 | 367,000 | 2.44% | ||
| 7 | PNC FINANCIAL SERVICES GROUP, INC. | 2,291 | 135,000 | 0.90% | ||
| 8 | Sandy Spring Bank | 1,548 | 91,000 | 0.61% | ||
| 9 | WELLS FARGO & COMPANY/MN | 1,374 | 81,000 | 0.54% | ||
| 10 | ROYAL BANK OF CANADA | 660 | 39,000 | 0.26% | ||
| 11 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 527 | 31,000 | 0.21% | ||
| 12 | CITIGROUP INC | 153 | 9,000 | 0.06% | ||
| 13 | Creative Planning | 40 | 2,000 | 0.01% | ||
| 14 | Parallax Volatility Advisers, L.P. | 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.
