| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | STIFEL FINANCIAL CORP | 28,499 | 282,000 | 24.72% | ||
| 2 | CITIGROUP INC | 20,606 | 202,000 | 17.70% | ||
| 3 | Advisory Alpha, LLC | 18,854 | 187,000 | 16.39% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 12,625 | 123,000 | 10.78% | ||
| 5 | MORGAN STANLEY | 11,522 | 113,000 | 9.90% | ||
| 6 | Financial Architects, Inc | 8,200 | 80,000 | 7.01% | ||
| 7 | ROYAL BANK OF CANADA | 6,927 | 68,000 | 5.96% | ||
| 8 | UBS Group AG | 4,531 | 44,000 | 3.86% | ||
| 9 | PNC FINANCIAL SERVICES GROUP, INC. | 2,080 | 21,000 | 1.84% | ||
| 10 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 498 | 5,000 | 0.44% | ||
| 11 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 378 | 4,000 | 0.35% | ||
| 12 | THOMPSON DAVIS & CO., INC. | 400 | 4,000 | 0.35% | ||
| 13 | ADVISOR GROUP, INC. | 183 | 2,000 | 0.18% | ||
| 14 | WELLS FARGO & COMPANY/MN | 215 | 2,000 | 0.18% | ||
| 15 | WFG Advisors, LP | 200 | 2,000 | 0.18% | ||
| 16 | US BANCORP \DE\ | 160 | 2,000 | 0.18% | ||
| 17 | IFP ADVISORS, INC | 18 | 0 | 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.
