| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1,149,505 | 30,324,000 | 43.55% | ||
| 2 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 450,000 | 11,853,000 | 17.02% | ||
| 3 | Carroll Financial Associates, Inc. | 420,726 | 11,098,000 | 15.94% | ||
| 4 | Cetera Advisor Networks LLC | 264,770 | 6,982,000 | 10.03% | ||
| 5 | Commonwealth Equity Services, Inc | 157,451 | 4,154,000 | 5.97% | ||
| 6 | RAYMOND JAMES & ASSOCIATES | 156,820 | 4,137,000 | 5.94% | ||
| 7 | BANK OF AMERICA CORP /DE/ | 21,013 | 554,000 | 0.80% | ||
| 8 | CULLEN/FROST BANKERS, INC. | 8,689 | 229,000 | 0.33% | ||
| 9 | LEE CAPITAL MANAGEMENT LP | 8,653 | 228,000 | 0.33% | ||
| 10 | WELLS FARGO & COMPANY/MN | 2,850 | 75,000 | 0.11% |
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.
