| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | GUGGENHEIM CAPITAL LLC | 324,506 | 9,138,000 | 25.45% | ||
| 2 | BB&T SECURITIES, LLC | 16,700 | 4,691,000 | 13.06% | ||
| 3 | WELLS FARGO & COMPANY/MN | 127,924 | 3,593,000 | 10.00% | ||
| 4 | BESSEMER GROUP INC | 101,501 | 2,851,000 | 7.94% | ||
| 5 | DAVENPORT & Co LLC | 99,095 | 2,783,579 | 7.75% | ||
| 6 | UBS AG | 88,177 | 2,477,000 | 6.90% | ||
| 7 | Boulegeris Investments, Inc. | 63,275 | 1,777,000 | 4.95% | ||
| 8 | MORGAN STANLEY | 55,666 | 1,564,000 | 4.36% | ||
| 9 | Cordasco Financial Network | 34,314 | 964,000 | 2.68% | ||
| 10 | ROYAL BANK OF CANADA | 33,639 | 945,000 | 2.63% | ||
| 11 | MARATHON CAPITAL MANAGEMENT | 24,585 | 691,000 | 1.92% | ||
| 12 | BANK OF AMERICA CORP /DE/ | 23,974 | 673,000 | 1.87% | ||
| 13 | SII INVESTMENTS INC/WI | 21,603 | 607,000 | 1.69% | ||
| 14 | HHG & Company, LLC | 18,329 | 515,000 | 1.43% | ||
| 15 | STIFEL FINANCIAL CORP | 16,991 | 477,000 | 1.33% | ||
| 16 | Jacobus Wealth Management, Inc. | 13,360 | 375,000 | 1.04% | ||
| 17 | TFS CAPITAL LLC | 10,354 | 291,000 | 0.81% | ||
| 18 | Cetera Advisors LLC | 10,029 | 281,000 | 0.78% | ||
| 19 | Mariner, LLC | 9,762 | 274,000 | 0.76% | ||
| 20 | LPL Financial LLC | 9,273 | 259,000 | 0.72% | ||
| 21 | Commonwealth Equity Services, Inc | 7,692 | 216,000 | 0.60% | ||
| 22 | FineMark National Bank & Trust | 3,990 | 112,000 | 0.31% | ||
| 23 | WOLVERINE ASSET MANAGEMENT LLC | 2,600 | 73,000 | 0.20% | ||
| 24 | AMERICAN INTERNATIONAL GROUP, INC. | 2,514 | 70,619 | 0.20% | ||
| 25 | Creative Planning | 1,400 | 39,000 | 0.11% | ||
| 26 | NEW ENGLAND SECURITIES CORP /MA/ | 1,205 | 34,000 | 0.09% | ||
| 27 | WFG Advisors, LP | 1,170 | 33,000 | 0.09% | ||
| 28 | Exchange Capital Management, Inc. | 1,006 | 28,000 | 0.08% | ||
| 29 | MARK SHEPTOFF FINANCIAL PLANNING, LLC | 800 | 22,000 | 0.06% | ||
| 30 | CITIGROUP INC | 762 | 21,000 | 0.06% | ||
| 31 | BENJAMIN F. EDWARDS & COMPANY, INC. | 750 | 21,000 | 0.06% | ||
| 32 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 500 | 14,000 | 0.04% | ||
| 33 | 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.
