| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 216,717 | 2,793,000 | 47.72% | ||
| 2 | WELLS FARGO & COMPANY/MN | 92,678 | 1,195,000 | 20.42% | ||
| 3 | UBS AG | 69,987 | 902,000 | 15.41% | ||
| 4 | CITIGROUP INC | 23,208 | 298,000 | 5.09% | ||
| 5 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 17,207 | 222,000 | 3.79% | ||
| 6 | LPL Financial LLC | 14,961 | 192,000 | 3.28% | ||
| 7 | BANK OF AMERICA CORP /DE/ | 12,900 | 166,000 | 2.84% | ||
| 8 | CITY HOLDING CO | 4,065 | 52,000 | 0.89% | ||
| 9 | Winslow, Evans & Crocker, Inc. | 1,150 | 14,824 | 0.25% | ||
| 10 | Transamerica Financial Advisors, LLC | 1,000 | 13,000 | 0.22% | ||
| 11 | WFG Advisors, LP | 210 | 3,000 | 0.05% | ||
| 12 | AMERICAN INTERNATIONAL GROUP, INC. | 200 | 2,578 | 0.04% | ||
| 13 | ROYAL BANK OF CANADA | 0 | 0 | 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.
