| # | % | |||||
|---|---|---|---|---|---|---|
| 251 | Permanens Capital L.P. | 433,916 | 27,389,000 | 1.39% | ||
| 252 | JPMORGAN CHASE & CO | 447,577 | 28,252,000 | 1.44% | ||
| 253 | GOLDMAN SACHS GROUP INC | 473,269 | 29,873,000 | 1.52% | ||
| 254 | DEUTSCHE BANK AG\ | 517,197 | 32,642,000 | 1.66% | ||
| 255 | UBS AG | 601,059 | 37,939,000 | 1.93% | ||
| 256 | KMS FINANCIAL SERVICES, INC | 619,367 | 39,094,000 | 1.99% | ||
| 257 | Wharton Business Group, LLC | 759,571 | 47,944,000 | 2.44% | ||
| 258 | SUNTRUST BANKS INC | 897,925 | 56,675,000 | 2.88% | ||
| 259 | LPL Financial LLC | 944,232 | 59,600,000 | 3.03% | ||
| 260 | WELLS FARGO & COMPANY/MN | 948,005 | 59,838,000 | 3.04% | ||
| 261 | Veritable, L.P. | 959,472 | 60,562,000 | 3.08% | ||
| 262 | VANGUARD GROUP INC | 1,176,590 | 74,266,000 | 3.77% | ||
| 263 | MORGAN STANLEY | 1,800,227 | 113,631,000 | 5.78% | ||
| 264 | BANK OF AMERICA CORP /DE/ | 1,876,598 | 118,451,000 | 6.02% | ||
| 265 | BANK OF MONTREAL /CAN/ | 2,842,596 | 179,424,000 | 9.12% | ||
| 266 | JONES FINANCIAL COMPANIES LLLP | 4,143,106 | 261,512,000 | 13.29% |
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.
