| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | GUGGENHEIM CAPITAL LLC | 200,030 | 5,081,000 | 19.47% | ||
| 2 | BB&T SECURITIES, LLC | 16,900 | 4,292,000 | 16.44% | ||
| 3 | WELLS FARGO & COMPANY/MN | 132,444 | 3,364,000 | 12.89% | ||
| 4 | DAVENPORT & Co LLC | 100,970 | 2,564,638 | 9.83% | ||
| 5 | UBS AG | 81,677 | 2,075,000 | 7.95% | ||
| 6 | MORGAN STANLEY | 55,797 | 1,418,000 | 5.43% | ||
| 7 | MARATHON CAPITAL MANAGEMENT | 44,670 | 1,135,000 | 4.35% | ||
| 8 | ROYAL BANK OF CANADA | 42,409 | 1,077,000 | 4.13% | ||
| 9 | Cordasco Financial Network | 36,107 | 917,000 | 3.51% | ||
| 10 | STIFEL FINANCIAL CORP | 29,901 | 759,000 | 2.91% | ||
| 11 | BANK OF AMERICA CORP /DE/ | 28,035 | 712,000 | 2.73% | ||
| 12 | SII INVESTMENTS INC/WI | 21,490 | 546,000 | 2.09% | ||
| 13 | HHG & Company, LLC | 17,107 | 435,000 | 1.67% | ||
| 14 | Jacobus Wealth Management, Inc. | 14,915 | 379,000 | 1.45% | ||
| 15 | Cetera Advisors LLC | 13,130 | 332,000 | 1.27% | ||
| 16 | Bridgewater Advisors Inc. | 11,560 | 294,000 | 1.13% | ||
| 17 | VSR Financial Services, Inc. | 9,675 | 246,000 | 0.94% | ||
| 18 | Mariner, LLC | 7,898 | 201,000 | 0.77% | ||
| 19 | FineMark National Bank & Trust | 3,990 | 101,000 | 0.39% | ||
| 20 | AMERICAN INTERNATIONAL GROUP, INC. | 1,914 | 48,616 | 0.19% | ||
| 21 | Creative Planning | 1,100 | 28,000 | 0.11% | ||
| 22 | Exchange Capital Management, Inc. | 1,006 | 26,000 | 0.10% | ||
| 23 | MARK SHEPTOFF FINANCIAL PLANNING, LLC | 800 | 20,000 | 0.08% | ||
| 24 | NEW ENGLAND SECURITIES CORP /MA/ | 715 | 18,000 | 0.07% | ||
| 25 | CITIGROUP INC | 591 | 15,000 | 0.06% | ||
| 26 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 500 | 13,000 | 0.05% | ||
| 27 | Tower Research Capital LLC (TRC) | 109 | 3,000 | 0.01% | ||
| 28 | FIFTH THIRD BANCORP | 80 | 2,000 | 0.01% |
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.
