| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 579,548 | 14,836,000 | 19.02% | ||
| 2 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 424,502 | 10,867,000 | 13.93% | ||
| 3 | ENVESTNET ASSET MANAGEMENT INC | 408,352 | 10,454,000 | 13.40% | ||
| 4 | MORGAN STANLEY | 246,937 | 6,322,000 | 8.11% | ||
| 5 | Gateway Advisory, LLC | 188,416 | 4,801,000 | 6.16% | ||
| 6 | TRUST CO | 165,768 | 4,244,000 | 5.44% | ||
| 7 | UBS Group AG | 164,565 | 4,213,000 | 5.40% | ||
| 8 | CORDA Investment Management, LLC. | 143,540 | 3,671,000 | 4.71% | ||
| 9 | JANE STREET GROUP, LLC | 115,870 | 2,966,000 | 3.80% | ||
| 10 | DAY & ENNIS, LLC | 98,235 | 2,515,000 | 3.22% | ||
| 11 | Brookstone Capital Management | 78,645 | 2,014,000 | 2.58% | ||
| 12 | Capital Investment Advisors, LLC | 59,092 | 1,513,000 | 1.94% | ||
| 13 | BAIRD FINANCIAL GROUP, INC. | 54,367 | 1,392,000 | 1.78% | ||
| 14 | ROYAL BANK OF CANADA | 53,435 | 1,368,000 | 1.75% | ||
| 15 | US BANCORP \DE\ | 52,832 | 1,352,000 | 1.73% | ||
| 16 | Virtu KCG Holdings LLC | 41,722 | 1,068,000 | 1.37% | ||
| 17 | WOLVERINE TRADING LP /BD | 33,938 | 868,000 | 1.11% | ||
| 18 | Janney Montgomery Scott LLC | 29,638 | 759,000 | 0.97% | ||
| 19 | GUIDANT WEALTH ADVISORS | 20,065 | 511,000 | 0.66% | ||
| 20 | Commonwealth Equity Services, Inc | 13,183 | 337,000 | 0.43% | ||
| 21 | Private Advisor Group, LLC | 11,206 | 286,000 | 0.37% | PRN | |
| 22 | GREAT LAKES ADVISORS, LLC | 10,395 | 266,000 | 0.34% | ||
| 23 | LPL Financial LLC | 10,326 | 263,000 | 0.34% | ||
| 24 | Country Club Trust Company, n.a. | 9,665 | 248,000 | 0.32% | ||
| 25 | ADVISOR CONSULTANT NETWORK INC | 9,665 | 248,000 | 0.32% | ||
| 26 | INTEGRATED WEALTH MANAGEMENT | 6,992 | 179,000 | 0.23% | ||
| 27 | Mariner, LLC | 6,251 | 160,000 | 0.21% | ||
| 28 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 3,176 | 81,000 | 0.10% | ||
| 29 | PROFICIO CAPITAL PARTNERS LLC | 2,445 | 63,000 | 0.08% | ||
| 30 | IFP ADVISORS, INC | 1,133 | 29,000 | 0.04% | ||
| 31 | WFG Advisors, LP | 1,100 | 28,000 | 0.04% | ||
| 32 | Ledyard National Bank | 1,000 | 26,000 | 0.03% | ||
| 33 | GENEOS WEALTH MANAGEMENT INC. | 990 | 25,000 | 0.03% | ||
| 34 | MSI Financial Services Inc | 660 | 17,000 | 0.02% | ||
| 35 | BUTENSKY & COHEN FINANCIAL SECURITY, INC | 308 | 8,000 | 0.01% | ||
| 36 | BlackRock Investment Management, LLC | 41 | 1,000 | 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.
