| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 1,284,233 | 58,753,000 | 11.75% | ||
| 2 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 926,173 | 42,372,000 | 8.48% | ||
| 3 | WELLS FARGO & COMPANY/MN | 851,010 | 38,933,000 | 7.79% | ||
| 4 | Parsec Financial Management, Inc. | 672,938 | 30,787,000 | 6.16% | ||
| 5 | UBS Group AG | 579,776 | 26,525,000 | 5.31% | ||
| 6 | PALLADIUM PARTNERS LLC | 578,129 | 26,450,000 | 5.29% | ||
| 7 | MORGAN STANLEY | 408,814 | 18,704,000 | 3.74% | ||
| 8 | JOYN Advisors, Inc. | 334,651 | 15,310,000 | 3.06% | ||
| 9 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | 290,965 | 13,312,000 | 2.66% | ||
| 10 | Efficient Advisors, LLC | 272,363 | 12,461,000 | 2.49% | ||
| 11 | America First Investment Advisors, LLC | 242,978 | 11,116,000 | 2.22% | ||
| 12 | FIFTH THIRD BANCORP | 205,474 | 9,400,000 | 1.88% | ||
| 13 | EisnerAmper Wealth Management Corporate Benefits, LLC | 189,179 | 8,655,000 | 1.73% | ||
| 14 | LPL Financial LLC | 187,067 | 8,558,000 | 1.71% | ||
| 15 | Motley Fool Wealth Management, LLC | 181,406 | 8,299,000 | 1.66% | ||
| 16 | BB&T SECURITIES, LLC | 156,909 | 7,178,000 | 1.44% | ||
| 17 | CAPITAL MANAGEMENT CORP /VA | 155,966 | 7,135,000 | 1.43% | ||
| 18 | Hanson & Doremus Investment Management | 155,912 | 7,133,000 | 1.43% | ||
| 19 | Stratford Consulting, LLC | 149,791 | 6,853,000 | 1.37% | ||
| 20 | Cetera Advisor Networks LLC | 136,897 | 6,265,000 | 1.25% | ||
| 21 | CITADEL ADVISORS LLC | 130,508 | 5,971,000 | 1.19% | ||
| 22 | White Pine Investment CO | 128,624 | 5,885,000 | 1.18% | ||
| 23 | BANK OF MONTREAL /CAN/ | 121,256 | 5,547,000 | 1.11% | ||
| 24 | Valmark Advisers, Inc. | 108,932 | 4,984,000 | 1.00% | ||
| 25 | OLD MISSION CAPITAL LLC | 90,303 | 4,131,000 | 0.83% | ||
| 26 | Cambria Investment Management, L.P. | 89,075 | 4,075,000 | 0.82% | ||
| 27 | OLD DOMINION CAPITAL MANAGEMENT INC | 85,837 | 3,927,000 | 0.79% | ||
| 28 | Neumann Capital Management, LLC | 84,601 | 3,871,000 | 0.77% | ||
| 29 | Baker Ellis Asset Management LLC | 80,680 | 3,691,000 | 0.74% | ||
| 30 | TRUSTMARK BANK TRUST DEPARTMENT | 77,496 | 3,545,000 | 0.71% | ||
| 31 | ENVESTNET ASSET MANAGEMENT INC | 73,697 | 3,371,000 | 0.67% | ||
| 32 | ROYAL BANK OF CANADA | 68,898 | 3,151,000 | 0.63% | ||
| 33 | SMITH, MOORE & CO. | 66,987 | 3,065,000 | 0.61% | ||
| 34 | ProVise Management Group, LLC | 65,674 | 3,004,000 | 0.60% | ||
| 35 | BROWN ADVISORY INC | 65,233 | 2,984,000 | 0.60% | ||
| 36 | JANE STREET GROUP, LLC | 63,002 | 2,882,000 | 0.58% | ||
| 37 | WHITTIER TRUST CO | 59,901 | 2,741,000 | 0.55% | ||
| 38 | Ancora Advisors LLC | 54,671 | 2,501,000 | 0.50% | ||
| 39 | Virtu KCG Holdings LLC | 54,410 | 2,489,000 | 0.50% | ||
| 40 | KINGS POINT CAPITAL MANAGEMENT | 52,582 | 2,406,000 | 0.48% | ||
| 41 | Texas Yale Capital Corp. | 51,818 | 2,371,000 | 0.47% | ||
| 42 | CITIGROUP INC | 50,276 | 2,300,000 | 0.46% | ||
| 43 | Cambridge Investment Research Advisors, Inc. | 47,451 | 2,171,000 | 0.43% | ||
| 44 | PNC FINANCIAL SERVICES GROUP, INC. | 47,418 | 2,170,000 | 0.43% | ||
| 45 | BOKF, NA | 45,162 | 2,066,000 | 0.41% | ||
| 46 | Homrich & Berg | 43,862 | 2,007,000 | 0.40% | ||
| 47 | Commonwealth Equity Services, Inc | 43,334 | 1,983,000 | 0.40% | ||
| 48 | COLORADO CAPITAL MANAGEMENT, INC. | 40,585 | 1,856,000 | 0.37% | ||
| 49 | Evanson Asset Management, LLC | 38,636 | 1,768,000 | 0.35% | ||
| 50 | Community Financial Services Group, LLC | 37,278 | 1,705,000 | 0.34% |
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.
