| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 323,956 | 8,968,000 | 21.47% | ||
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 226,389 | 6,257,000 | 14.98% | ||
| 3 | Janney Capital Management LLC | 217,782 | 6,029,000 | 14.43% | SH | |
| 4 | FIDUCIARY TRUST CO | 150,102 | 4,155,000 | 9.95% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 129,604 | 3,588,000 | 8.59% | ||
| 6 | Cambridge Investment Research Advisors, Inc. | 78,414 | 2,171,000 | 5.20% | ||
| 7 | WELLS FARGO & COMPANY/MN | 61,950 | 1,715,000 | 4.11% | ||
| 8 | ROYAL BANK OF CANADA | 53,844 | 1,491,000 | 3.57% | ||
| 9 | LPL Financial LLC | 46,133 | 1,277,000 | 3.06% | ||
| 10 | SignalPoint Asset Management, LLC | 32,923 | 911,000 | 2.18% | ||
| 11 | Freedom Investment Management, Inc. | 29,996 | 830,000 | 1.99% | ||
| 12 | Janney Montgomery Scott LLC | 25,111 | 695,148 | 1.66% | ||
| 13 | UBS AG | 21,822 | 604,000 | 1.45% | ||
| 14 | Virtu KCG Holdings LLC | 21,177 | 585,000 | 1.40% | ||
| 15 | Placemark Investments, Inc. | 19,637 | 544,000 | 1.30% | ||
| 16 | Keystone Financial Planning, Inc. | 18,263 | 506,000 | 1.21% | ||
| 17 | GOLDMAN SACHS GROUP INC | 17,490 | 484,000 | 1.16% | ||
| 18 | JANE STREET GROUP, LLC | 9,303 | 258,000 | 0.62% | ||
| 19 | Haverford Trust Co | 7,383 | 204,000 | 0.49% | ||
| 20 | ENVESTNET ASSET MANAGEMENT INC | 5,574 | 154,000 | 0.37% | ||
| 21 | AMERIPRISE FINANCIAL INC | 2,955 | 82,000 | 0.20% | ||
| 22 | AMERICAN INTERNATIONAL GROUP, INC. | 2,759 | 76,377 | 0.18% | ||
| 23 | Creative Planning | 2,227 | 62,000 | 0.15% | ||
| 24 | Capital Advisors, Ltd. LLC | 1,870 | 52,000 | 0.12% | ||
| 25 | MSI Financial Services Inc | 1,240 | 34,000 | 0.08% | ||
| 26 | PRENTISS SMITH & CO INC | 1,000 | 28,000 | 0.07% | ||
| 27 | US BANCORP \DE\ | 290 | 8,000 | 0.02% |
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.
