| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 3,095,987 | 93,962,000 | 31.01% | ||
| 2 | UBS Group AG | 1,588,119 | 48,199,000 | 15.91% | ||
| 3 | LPL Financial LLC | 1,540,943 | 46,197,000 | 15.25% | ||
| 4 | MORGAN STANLEY | 840,555 | 25,511,000 | 8.42% | ||
| 5 | HighTower Advisors, LLC | 583,706 | 17,716,000 | 5.85% | ||
| 6 | Jacobus Wealth Management, Inc. | 359,138 | 10,900,000 | 3.60% | ||
| 7 | Live Your Vision, LLC | 341,774 | 10,373,000 | 3.42% | ||
| 8 | RELATIVE VALUE PARTNERS GROUP, LLC | 279,188 | 8,473,000 | 2.80% | ||
| 9 | FIDUCIARY GROUP, LLC | 134,403 | 4,079,000 | 1.35% | ||
| 10 | Private Advisor Group, LLC | 118,926 | 3,609,000 | 1.19% | ||
| 11 | Homrich & Berg | 93,920 | 2,850,000 | 0.94% | ||
| 12 | SYNOVUS FINANCIAL CORP | 83,734 | 2,540,000 | 0.84% | ||
| 13 | Carroll Financial Associates, Inc. | 78,078 | 2,369,000 | 0.78% | ||
| 14 | WELLS FARGO & COMPANY/MN | 73,957 | 2,245,000 | 0.74% | ||
| 15 | VENTURI WEALTH MANAGEMENT, LLC | 72,840 | 2,211,000 | 0.73% | ||
| 16 | Country Club Trust Company, n.a. | 66,768 | 2,027,000 | 0.67% | ||
| 17 | JANE STREET GROUP, LLC | 53,788 | 1,632,000 | 0.54% | ||
| 18 | Private Wealth Advisors, Inc. | 49,593 | 1,505,000 | 0.50% | ||
| 19 | LVM CAPITAL MANAGEMENT LTD/MI | 47,445 | 1,440,000 | 0.48% | ||
| 20 | D.A. DAVIDSON & CO. | 43,515 | 1,320,000 | 0.44% | ||
| 21 | ROYAL BANK OF CANADA | 32,352 | 982,000 | 0.32% | ||
| 22 | STIFEL FINANCIAL CORP | 32,210 | 978,000 | 0.32% | ||
| 23 | EMERSON INVESTMENT MANAGEMENT, LLC | 31,560 | 958,000 | 0.32% | ||
| 24 | Cambridge Investment Research Advisors, Inc. | 30,564 | 928,000 | 0.31% | ||
| 25 | ALBION FINANCIAL GROUP /UT | 26,157 | 794,000 | 0.26% | ||
| 26 | Sabal Trust CO | 24,000 | 728,000 | 0.24% | ||
| 27 | Cetera Advisor Networks LLC | 21,935 | 665,000 | 0.22% | ||
| 28 | OPTIMUM INVESTMENT ADVISORS | 21,855 | 663,000 | 0.22% | ||
| 29 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 21,452 | 651,000 | 0.21% | ||
| 30 | JANE STREET GROUP, LLC | 21,400 | 649,000 | 0.21% | Call | |
| 31 | COLORADO CAPITAL MANAGEMENT, INC. | 20,810 | 631,000 | 0.21% | ||
| 32 | GOLDMAN SACHS GROUP INC | 17,717 | 538,000 | 0.18% | ||
| 33 | RAYMOND JAMES & ASSOCIATES | 16,967 | 515,000 | 0.17% | ||
| 34 | CITADEL ADVISORS LLC | 14,205 | 431,000 | 0.14% | ||
| 35 | VICUS CAPITAL | 13,901 | 422,000 | 0.14% | ||
| 36 | CUTLER GROUP LLC / CA | 12,700 | 385,000 | 0.13% | ||
| 37 | Commonwealth Equity Services, Inc | 11,467 | 348,000 | 0.11% | ||
| 38 | CAPITAL MANAGEMENT CORP /VA | 10,740 | 326,000 | 0.11% | ||
| 39 | FIRST NATIONAL BANK SIOUX FALLS | 9,935 | 302,000 | 0.10% | ||
| 40 | USCA RIA LLC | 9,651 | 293,000 | 0.10% | ||
| 41 | Transamerica Financial Advisors, LLC | 9,058 | 275,000 | 0.09% | ||
| 42 | Janney Montgomery Scott LLC | 8,202 | 249,000 | 0.08% | ||
| 43 | Orion Porfolio Solutions, LLC | 7,460 | 226,000 | 0.07% | ||
| 44 | Koshinski Asset Management, Inc. | 6,806 | 207,000 | 0.07% | ||
| 45 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 6,113 | 185,000 | 0.06% | ||
| 46 | AMERICAN INTERNATIONAL GROUP, INC. | 5,099 | 155,000 | 0.05% | ||
| 47 | IFP ADVISORS, INC | 3,976 | 121,000 | 0.04% | ||
| 48 | US BANCORP \DE\ | 2,500 | 76,000 | 0.03% | ||
| 49 | Smithfield Trust Co | 2,400 | 73,000 | 0.02% | ||
| 50 | Argentus Capital Management, LLC | 1,367 | 41,000 | 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.
