| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | 1834 INVESTMENT ADVISORS CO | 94,650 | 2,302,000 | 35.86% | ||
| 2 | AMERIPRISE FINANCIAL INC | 35,191 | 856,000 | 13.33% | ||
| 3 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 31,366 | 777,000 | 12.10% | ||
| 4 | BANK OF MONTREAL /CAN/ | 29,900 | 727,000 | 11.32% | ||
| 5 | AMERICAN INTERNATIONAL GROUP, INC. | 24,104 | 586,209 | 9.13% | ||
| 6 | VSR Financial Services, Inc. | 19,033 | 463,000 | 7.21% | ||
| 7 | STIFEL FINANCIAL CORP | 8,527 | 207,000 | 3.22% | ||
| 8 | THRIVENT FINANCIAL FOR LUTHERANS | 7,900 | 187,000 | 2.91% | ||
| 9 | DEUTSCHE BANK AG\ | 6,452 | 156,000 | 2.43% | ||
| 10 | WESTPORT RESOURCES MANAGEMENT INC | 2,650 | 64,000 | 1.00% | ||
| 11 | PNC FINANCIAL SERVICES GROUP, INC. | 1,542 | 38,000 | 0.59% | ||
| 12 | LS Investment Advisors, LLC | 760 | 18,000 | 0.28% | ||
| 13 | ROYAL BANK OF CANADA | 650 | 16,000 | 0.25% | ||
| 14 | WELLS FARGO & COMPANY/MN | 551 | 13,000 | 0.20% | ||
| 15 | Creative Planning | 200 | 5,000 | 0.08% | ||
| 16 | MSI Financial Services Inc | 185 | 4,000 | 0.06% | ||
| 17 | WEALTHFRONT CORP | 30 | 1,000 | 0.02% |
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.
