| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 354,627 | 10,667,000 | 24.16% | ||
| 2 | Janney Capital Management LLC | 234,966 | 7,068,000 | 16.01% | SH | |
| 3 | Accuvest Global Advisors | 211,545 | 6,363,000 | 14.41% | ||
| 4 | FIDUCIARY TRUST CO | 144,406 | 4,343,000 | 9.84% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 134,963 | 4,060,000 | 9.20% | ||
| 6 | Cambridge Investment Research Advisors, Inc. | 76,603 | 2,304,000 | 5.22% | ||
| 7 | WELLS FARGO & COMPANY/MN | 60,301 | 1,814,000 | 4.11% | ||
| 8 | LPL Financial LLC | 48,408 | 1,456,000 | 3.30% | ||
| 9 | SignalPoint Asset Management, LLC | 37,025 | 1,113,000 | 2.52% | ||
| 10 | Freedom Investment Management, Inc. | 30,147 | 907,000 | 2.05% | ||
| 11 | Janney Montgomery Scott LLC | 26,039 | 783,253 | 1.77% | ||
| 12 | UBS AG | 23,015 | 692,000 | 1.57% | ||
| 13 | Placemark Investments, Inc. | 22,988 | 691,000 | 1.57% | ||
| 14 | Keystone Financial Planning, Inc. | 10,375 | 312,000 | 0.71% | ||
| 15 | Haverford Trust Co | 7,383 | 222,000 | 0.50% | ||
| 16 | CREDIT SUISSE AG/ | 7,000 | 211,000 | 0.48% | ||
| 17 | Lattice Strategies LLC | 6,700 | 202,000 | 0.46% | ||
| 18 | ROYAL BANK OF CANADA | 6,151 | 185,000 | 0.42% | ||
| 19 | Advisors Preferred, LLC | 6,035 | 181,532 | 0.41% | ||
| 20 | ENVESTNET ASSET MANAGEMENT INC | 5,327 | 160,000 | 0.36% | ||
| 21 | AMERICAN INTERNATIONAL GROUP, INC. | 2,759 | 82,991 | 0.19% | ||
| 22 | AMERIPRISE FINANCIAL INC | 2,401 | 72,000 | 0.16% | ||
| 23 | Creative Planning | 2,333 | 70,000 | 0.16% | ||
| 24 | Capital Advisors, Ltd. LLC | 1,870 | 56,000 | 0.13% | ||
| 25 | Ground Swell Capital, LLC | 1,551 | 47,000 | 0.11% | ||
| 26 | B. Riley Wealth Advisors, Inc. | 1,060 | 31,885 | 0.07% | ||
| 27 | PRENTISS SMITH & CO INC | 1,000 | 30,000 | 0.07% | ||
| 28 | MSI Financial Services Inc | 628 | 19,000 | 0.04% | ||
| 29 | US BANCORP \DE\ | 206 | 6,000 | 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.
