| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | SHEETS SMITH WEALTH MANAGEMENT | 18,955 | 886,000 | 0.23% | ||
| 52 | COURIER CAPITAL LLC | 19,123 | 894,000 | 0.23% | ||
| 53 | HUTCHENS INVESTMENT MANAGEMENT INC | 19,275 | 900,000 | 0.23% | ||
| 54 | Accuvest Global Advisors | 21,190 | 990,000 | 0.26% | ||
| 55 | GRIMES & Co WEALTH MANAGEMENT, LLC | 22,950 | 1,073,000 | 0.28% | ||
| 56 | B. Riley Wealth Advisors, Inc. | 46,915 | 1,073,000 | 0.28% | ||
| 57 | Tortoise Investment Management, LLC | 23,049 | 1,077,000 | 0.28% | ||
| 58 | NOTTINGHAM ADVISORS, INC. | 23,315 | 1,090,000 | 0.28% | ||
| 59 | BAILARD, INC. | 23,805 | 1,113,000 | 0.29% | ||
| 60 | Neuberger Berman Group LLC | 31,480 | 1,471,000 | 0.38% | ||
| 61 | MARINER INDEPENDENT ADVISOR NETWORK, LLC | 41,484 | 1,939,000 | 0.50% | ||
| 62 | Livingston Group Asset Management CO (operating as Southport Capital Management) | 44,292 | 2,070,000 | 0.54% | ||
| 63 | Hillsdale Investment Management Inc. | 49,950 | 2,335,000 | 0.61% | ||
| 64 | FC ADVISORY LLC | 67,949 | 3,176,000 | 0.83% | ||
| 65 | New England Investment & Retirement Group, Inc. | 68,648 | 3,209,000 | 0.83% | ||
| 66 | J.P. Morgan Private Wealth Advisors LLC | 71,933 | 3,362,000 | 0.87% | ||
| 67 | BOSTON FINANCIAL MANGEMENT LLC | 80,835 | 3,778,000 | 0.98% | ||
| 68 | AMERIPRISE FINANCIAL INC | 84,659 | 3,957,000 | 1.03% | ||
| 69 | Efficient Market Advisors, LLC | 88,255 | 4,125,000 | 1.07% | ||
| 70 | Private Advisor Group, LLC | 91,118 | 4,242,000 | 1.10% | ||
| 71 | AEGON USA Investment Management, LLC | 91,000 | 4,253,000 | 1.11% | PRN | |
| 72 | ROYAL BANK OF CANADA | 92,901 | 4,342,000 | 1.13% | ||
| 73 | STIFEL FINANCIAL CORP | 97,466 | 4,556,000 | 1.18% | ||
| 74 | ENVESTNET ASSET MANAGEMENT INC | 100,475 | 4,696,000 | 1.22% | ||
| 75 | AGILIS PARTNERS LLC | 115,224 | 5,386,000 | 1.40% | ||
| 76 | CIBC WORLD MARKET INC. | 123,142 | 5,756,000 | 1.50% | ||
| 77 | GUGGENHEIM CAPITAL LLC | 124,150 | 5,803,000 | 1.51% | ||
| 78 | JPMORGAN CHASE & CO | 153,214 | 7,161,000 | 1.86% | ||
| 79 | IndexIQ Advisors LLC | 163,230 | 7,631,000 | 1.98% | ||
| 80 | Gradient Investments LLC | 182,947 | 8,551,000 | 2.22% | ||
| 81 | SPINNAKER TRUST | 183,429 | 8,573,000 | 2.23% | ||
| 82 | LPL Financial LLC | 186,782 | 8,697,000 | 2.26% | ||
| 83 | VICUS CAPITAL | 202,869 | 9,482,000 | 2.46% | ||
| 84 | JANE STREET GROUP, LLC | 231,793 | 10,834,000 | 2.81% | ||
| 85 | Orion Porfolio Solutions, LLC | 243,630 | 11,387,000 | 2.96% | ||
| 86 | STATE STREET CORP | 265,205 | 12,395,000 | 3.22% | ||
| 87 | Astor Investment Management LLC | 321,804 | 15,041,000 | 3.91% | ||
| 88 | UBS Group AG | 427,596 | 19,986,000 | 5.19% | ||
| 89 | WELLS FARGO & COMPANY/MN | 612,952 | 28,650,000 | 7.44% | ||
| 90 | BANK OF AMERICA CORP /DE/ | 823,773 | 38,504,000 | 10.00% | ||
| 91 | MORGAN STANLEY | 943,460 | 44,097,000 | 11.46% | ||
| 92 | AVIANCE CAPITAL MANAGEMENT, LLC | 1,279,404 | 59,799,000 | 15.54% |
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.
