| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 1,313,669 | 59,733,000 | 33.44% | ||
| 2 | FIFTH THIRD BANCORP | 665,495 | 30,260,000 | 16.94% | ||
| 3 | BBVA USA Bancshares, Inc. | 402,885 | 18,319,000 | 10.25% | ||
| 4 | MORGAN STANLEY | 248,358 | 11,293,000 | 6.32% | ||
| 5 | PNC FINANCIAL SERVICES GROUP, INC. | 228,060 | 10,369,000 | 5.80% | ||
| 6 | Commonwealth Equity Services, Inc | 220,021 | 10,004,000 | 5.60% | ||
| 7 | Evanson Asset Management, LLC | 216,575 | 9,848,000 | 5.51% | ||
| 8 | WELLS FARGO & COMPANY/MN | 200,722 | 9,127,000 | 5.11% | ||
| 9 | Linscomb Wealth, Inc. | 98,247 | 4,467,000 | 2.50% | ||
| 10 | MOTCO | 45,112 | 2,052,000 | 1.15% | ||
| 11 | BLAIR WILLIAM & CO/IL | 37,655 | 1,712,000 | 0.96% | ||
| 12 | UBS AG | 34,874 | 1,586,000 | 0.89% | ||
| 13 | JANE STREET GROUP, LLC | 33,015 | 1,501,000 | 0.84% | ||
| 14 | JPMORGAN CHASE & CO | 26,954 | 1,226,000 | 0.69% | ||
| 15 | Aris Wealth Services, Inc. | 20,851 | 948,000 | 0.53% | ||
| 16 | OLD NATIONAL BANCORP /IN/ | 18,311 | 833,000 | 0.47% | ||
| 17 | Keystone Financial Planning, Inc. | 14,930 | 679,000 | 0.38% | ||
| 18 | LPL Financial LLC | 14,729 | 662,000 | 0.37% | ||
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11,661 | 530,000 | 0.30% | ||
| 20 | Cetera Advisor Networks LLC | 10,485 | 478,000 | 0.27% | ||
| 21 | Private Advisor Group, LLC | 10,416 | 474,000 | 0.27% | ||
| 22 | Virtu KCG Holdings LLC | 7,605 | 346,000 | 0.19% | ||
| 23 | ROYAL BANK OF CANADA | 7,548 | 343,000 | 0.19% | ||
| 24 | COURIER CAPITAL LLC | 6,701 | 305,000 | 0.17% | ||
| 25 | SignalPoint Asset Management, LLC | 5,490 | 250,000 | 0.14% | ||
| 26 | HighTower Advisors, LLC | 5,166 | 235,000 | 0.13% | ||
| 27 | Neuberger Berman Group LLC | 5,040 | 229,000 | 0.13% | ||
| 28 | NEW ENGLAND SECURITIES CORP /MA/ | 3,788 | 172,000 | 0.10% | ||
| 29 | Financial Architects, Inc | 2,900 | 132,000 | 0.07% | ||
| 30 | Creative Planning | 2,306 | 105,000 | 0.06% | ||
| 31 | CITIGROUP INC | 1,701 | 77,000 | 0.04% | ||
| 32 | Tower Research Capital LLC (TRC) | 1,703 | 77,000 | 0.04% | ||
| 33 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 1,431 | 65,000 | 0.04% | ||
| 34 | US BANCORP \DE\ | 1,420 | 64,000 | 0.04% | ||
| 35 | BANK OF MONTREAL /CAN/ | 1,035 | 47,000 | 0.03% | ||
| 36 | ENVESTNET ASSET MANAGEMENT INC | 516 | 23,000 | 0.01% | ||
| 37 | AMERIPRISE FINANCIAL INC | 460 | 21,000 | 0.01% | ||
| 38 | Focused Wealth Management, Inc | 429 | 20,000 | 0.01% | ||
| 39 | DEUTSCHE BANK AG\ | 440 | 20,000 | 0.01% | ||
| 40 | NEXT Financial Group, Inc | 200 | 9,000 | 0.01% | ||
| 41 | Vantage Investment Advisors, LLC | 164 | 7,000 | 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.
