| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1,055,389 | 15,492,000 | 35.40% | ||
| 2 | Thomas J. Herzfeld Advisors, Inc. | 427,835 | 6,281,000 | 14.35% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 316,428 | 4,645,000 | 10.61% | ||
| 4 | UBS Group AG | 271,952 | 3,992,000 | 9.12% | ||
| 5 | STIFEL FINANCIAL CORP | 217,591 | 3,191,000 | 7.29% | ||
| 6 | WELLS FARGO & COMPANY/MN | 168,449 | 2,472,000 | 5.65% | ||
| 7 | ROYAL BANK OF CANADA | 154,111 | 2,262,000 | 5.17% | ||
| 8 | RAYMOND JAMES & ASSOCIATES | 110,321 | 1,620,000 | 3.70% | ||
| 9 | Janney Montgomery Scott LLC | 41,884 | 615,000 | 1.41% | ||
| 10 | LPL Financial LLC | 34,407 | 508,000 | 1.16% | ||
| 11 | ADVISOR GROUP, INC. | 27,221 | 400,000 | 0.91% | ||
| 12 | Virtu KCG Holdings LLC | 27,188 | 399,000 | 0.91% | ||
| 13 | BB&T SECURITIES, LLC | 22,928 | 336,000 | 0.77% | ||
| 14 | WEDBUSH SECURITIES INC | 16,155 | 237,000 | 0.54% | ||
| 15 | Raymond James Financial Services Advisors, Inc. | 12,590 | 185,000 | 0.42% | ||
| 16 | AMERIPRISE FINANCIAL INC | 11,212 | 165,000 | 0.38% | ||
| 17 | Cambridge Investment Research Advisors, Inc. | 11,067 | 162,000 | 0.37% | ||
| 18 | M&T BANK CORP | 10,200 | 150,000 | 0.34% | ||
| 19 | D.A. DAVIDSON & CO. | 8,500 | 124,000 | 0.28% | ||
| 20 | SIGNATUREFD, LLC | 6,000 | 88,000 | 0.20% | ||
| 21 | JNBA Financial Advisors | 6,000 | 88,000 | 0.20% | ||
| 22 | Creative Planning | 4,634 | 68,000 | 0.16% | ||
| 23 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 4,195 | 63,000 | 0.14% | ||
| 24 | MSI Financial Services Inc | 3,565 | 52,000 | 0.12% | ||
| 25 | Advisory Services Network, LLC | 3,425 | 50,000 | 0.11% | ||
| 26 | IFP ADVISORS, INC | 3,098 | 45,000 | 0.10% | ||
| 27 | ENTERPRISE FINANCIAL SERVICES CORP | 2,000 | 29,000 | 0.07% | ||
| 28 | THOMPSON DAVIS & CO., INC. | 2,000 | 29,000 | 0.07% | ||
| 29 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 1,000 | 15,000 | 0.03% | ||
| 30 | Apriem Advisors | 100 | 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.
