| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | TCV Trust & Wealth Management, Inc. | 27,702 | 1,378,000 | 0.48% | ||
| 52 | Valmark Advisers, Inc. | 28,282 | 1,406,000 | 0.49% | ||
| 53 | STIFEL FINANCIAL CORP | 30,137 | 1,497,000 | 0.52% | ||
| 54 | COURIER CAPITAL LLC | 31,033 | 1,543,000 | 0.54% | ||
| 55 | ProVise Management Group, LLC | 34,160 | 1,699,000 | 0.59% | ||
| 56 | LPL Financial LLC | 34,677 | 1,719,000 | 0.60% | ||
| 57 | BlackRock Finance, Inc. | 42,334 | 2,105,000 | 0.73% | ||
| 58 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | 47,819 | 2,378,000 | 0.83% | ||
| 59 | Cambridge Investment Research Advisors, Inc. | 51,676 | 2,570,000 | 0.90% | ||
| 60 | WOODMONT INVESTMENT COUNSEL LLC | 57,686 | 2,677,000 | 0.93% | ||
| 61 | CONNORS INVESTOR SERVICES INC | 55,073 | 2,739,000 | 0.96% | ||
| 62 | ROYAL BANK OF CANADA | 69,160 | 3,439,000 | 1.20% | ||
| 63 | Baker Ellis Asset Management LLC | 73,255 | 3,643,000 | 1.27% | ||
| 64 | CITADEL ADVISORS LLC | 76,338 | 3,796,000 | 1.32% | ||
| 65 | TMD & ASSOCIATES, INC | 78,885 | 3,923,000 | 1.37% | ||
| 66 | Janney Montgomery Scott LLC | 80,805 | 4,018,000 | 1.40% | ||
| 67 | MOLLER WEALTH PARTNERS | 81,359 | 4,046,000 | 1.41% | ||
| 68 | Raymond James Financial Services Advisors, Inc. | 123,314 | 6,132,000 | 2.14% | ||
| 69 | ENVESTNET ASSET MANAGEMENT INC | 171,274 | 8,516,000 | 2.97% | ||
| 70 | JANE STREET GROUP, LLC | 189,177 | 9,408,000 | 3.28% | ||
| 71 | Orion Porfolio Solutions, LLC | 197,037 | 9,799,000 | 3.42% | ||
| 72 | WELLS FARGO & COMPANY/MN | 261,362 | 12,997,000 | 4.54% | ||
| 73 | MISSION WEALTH MANAGEMENT, LLC | 263,736 | 13,116,000 | 4.58% | ||
| 74 | BANK OF AMERICA CORP /DE/ | 387,819 | 19,287,000 | 6.73% | ||
| 75 | RAYMOND JAMES & ASSOCIATES | 422,492 | 21,010,000 | 7.33% | ||
| 76 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 491,547 | 24,445,000 | 8.53% | ||
| 77 | UBS Group AG | 498,561 | 24,793,000 | 8.65% | ||
| 78 | Parsec Financial Management, Inc. | 614,590 | 30,564,000 | 10.67% | ||
| 79 | MORGAN STANLEY | 852,689 | 42,404,000 | 14.80% |
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.
