| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | RiverFront Investment Group, LLC | 2,582,114 | 147,257,000 | 24.50% | ||
| 2 | MORGAN STANLEY | 1,367,667 | 77,998,000 | 12.97% | ||
| 3 | UBS Group AG | 995,138 | 56,753,000 | 9.44% | ||
| 4 | RAYMOND JAMES & ASSOCIATES | 730,655 | 41,669,000 | 6.93% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 621,988 | 35,472,000 | 5.90% | ||
| 6 | BB&T SECURITIES, LLC | 335,408 | 19,128,000 | 3.18% | ||
| 7 | Commonwealth Equity Services, Inc | 213,200 | 12,159,000 | 2.02% | ||
| 8 | Motley Fool Wealth Management, LLC | 195,389 | 11,143,000 | 1.85% | ||
| 9 | HARVEST CAPITAL MANAGEMENT INC | 194,413 | 11,087,000 | 1.84% | ||
| 10 | BESSEMER GROUP INC | 182,579 | 10,412,000 | 1.73% | ||
| 11 | WELLS FARGO & COMPANY/MN | 177,871 | 10,144,000 | 1.69% | ||
| 12 | LPL Financial LLC | 166,248 | 9,268,000 | 1.54% | ||
| 13 | AMERIPRISE FINANCIAL INC | 157,601 | 8,965,000 | 1.49% | ||
| 14 | ROYAL BANK OF CANADA | 147,942 | 8,437,000 | 1.40% | ||
| 15 | ENVESTNET ASSET MANAGEMENT INC | 137,347 | 7,833,000 | 1.30% | ||
| 16 | FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 133,309 | 7,603,000 | 1.26% | ||
| 17 | EAGLE GLOBAL ADVISORS LLC | 127,237 | 7,256,000 | 1.21% | ||
| 18 | Braver Wealth Management, LLC | 112,844 | 6,435,000 | 1.07% | ||
| 19 | HSBC HOLDINGS PLC | 111,415 | 6,354,000 | 1.06% | ||
| 20 | Raymond James Financial Services Advisors, Inc. | 103,619 | 5,909,000 | 0.98% | ||
| 21 | New England Investment & Retirement Group, Inc. | 99,865 | 5,695,000 | 0.95% | ||
| 22 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 99,441 | 5,671,000 | 0.94% | ||
| 23 | AVIANCE CAPITAL MANAGEMENT, LLC | 98,264 | 5,604,000 | 0.93% | ||
| 24 | Orion Porfolio Solutions, LLC | 93,192 | 5,315,000 | 0.88% | ||
| 25 | Vontobel Swiss Wealth Advisors AG | 76,937 | 4,388,000 | 0.73% | ||
| 26 | Compagnie Lombard Odier SCmA | 65,000 | 3,705,000 | 0.62% | ||
| 27 | Lombard Odier Transatlantic Ltd | 65,000 | 3,705,000 | 0.62% | ||
| 28 | JPMORGAN CHASE & CO | 62,576 | 3,569,000 | 0.59% | ||
| 29 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 61,400 | 3,502,000 | 0.58% | Put | |
| 30 | AMERICAN INTERNATIONAL GROUP, INC. | 58,865 | 3,356,000 | 0.56% | ||
| 31 | VICUS CAPITAL | 57,507 | 3,280,000 | 0.55% | ||
| 32 | JANE STREET GROUP, LLC | 47,885 | 2,731,000 | 0.45% | ||
| 33 | White Pine Investment CO | 44,269 | 2,525,000 | 0.42% | ||
| 34 | Cannell & Spears LLC | 43,530 | 2,483,000 | 0.41% | ||
| 35 | Northeast Financial Consultants Inc | 42,510 | 2,424,000 | 0.40% | ||
| 36 | AT Bancorp | 41,884 | 2,389,000 | 0.40% | ||
| 37 | Ancora Advisors LLC | 39,921 | 2,277,000 | 0.38% | ||
| 38 | COTTAGE STREET ADVISORS LLC | 35,325 | 2,013,000 | 0.33% | ||
| 39 | WHITTIER TRUST CO | 34,483 | 1,966,000 | 0.33% | ||
| 40 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 34,387 | 1,961,000 | 0.33% | ||
| 41 | IMA Advisory Services, Inc. | 33,255 | 1,897,000 | 0.32% | SH | |
| 42 | Bank of New York Mellon Corp | 31,684 | 1,807,000 | 0.30% | ||
| 43 | INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 27,697 | 1,551,000 | 0.26% | ||
| 44 | PERRITT CAPITAL MANAGEMENT INC | 27,187 | 1,550,000 | 0.26% | ||
| 45 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 26,625 | 1,518,000 | 0.25% | ||
| 46 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 23,006 | 1,312,000 | 0.22% | ||
| 47 | WELL DONE, LLC | 22,520 | 1,284,000 | 0.21% | ||
| 48 | Gemmer Asset Management LLC | 21,721 | 1,238,000 | 0.21% | ||
| 49 | STIFEL FINANCIAL CORP | 21,178 | 1,208,000 | 0.20% | ||
| 50 | SUNTRUST BANKS INC | 18,800 | 1,071,000 | 0.18% |
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.
