| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 339,703 | 7,661,000 | 33.25% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 258,115 | 5,821,000 | 25.27% | ||
| 3 | RAYMOND JAMES & ASSOCIATES | 113,044 | 2,549,000 | 11.06% | ||
| 4 | WELLS FARGO & COMPANY/MN | 72,049 | 1,625,000 | 7.05% | ||
| 5 | UBS AG | 60,644 | 1,368,000 | 5.94% | ||
| 6 | GOLDMAN SACHS GROUP INC | 31,950 | 720,000 | 3.13% | ||
| 7 | Invesco Ltd. | 28,631 | 646,000 | 2.80% | PRN | |
| 8 | Raymond James Financial Services Advisors, Inc. | 28,301 | 638,000 | 2.77% | ||
| 9 | ROYAL BANK OF CANADA | 20,800 | 469,000 | 2.04% | ||
| 10 | Cetera Advisor Networks LLC | 17,464 | 393,000 | 1.71% | ||
| 11 | Virtu KCG Holdings LLC | 14,150 | 318,000 | 1.38% | ||
| 12 | AMERICAN INTERNATIONAL GROUP, INC. | 9,854 | 222,207 | 0.96% | ||
| 13 | VAN ECK ASSOCIATES CORP | 7,697 | 174,000 | 0.76% | ||
| 14 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 6,487 | 146,000 | 0.63% | ||
| 15 | CITIGROUP INC | 4,500 | 101,000 | 0.44% | ||
| 16 | PNC FINANCIAL SERVICES GROUP, INC. | 2,500 | 56,000 | 0.24% | ||
| 17 | BANK OF MONTREAL /CAN/ | 2,000 | 45,000 | 0.20% | ||
| 18 | AMERIPRISE FINANCIAL INC | 1,165 | 26,000 | 0.11% | ||
| 19 | NEXT Financial Group, Inc | 1,000 | 23,000 | 0.10% | ||
| 20 | US BANCORP \DE\ | 812 | 18,000 | 0.08% | ||
| 21 | Formidable Asset Management, LLC | 750 | 17,000 | 0.07% | ||
| 22 | Alexandria Capital, LLC | 151 | 3,000 | 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.