| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | RiverFront Investment Group, LLC | 1,427,193 | 36,123,000 | 38.17% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 730,485 | 18,489,000 | 19.54% | ||
| 3 | RAYMOND JAMES & ASSOCIATES | 561,080 | 14,201,000 | 15.01% | ||
| 4 | UBS Group AG | 548,113 | 13,874,000 | 14.66% | ||
| 5 | Richard Bernstein Advisors LLC | 191,295 | 4,842,000 | 5.12% | ||
| 6 | BB&T SECURITIES, LLC | 83,875 | 2,122,000 | 2.24% | ||
| 7 | ROYAL BANK OF CANADA | 74,577 | 1,888,000 | 2.00% | ||
| 8 | EFG Private Wealth Management (Americas) Corp. | 59,959 | 1,541,000 | 1.63% | ||
| 9 | ENVESTNET ASSET MANAGEMENT INC | 30,484 | 772,000 | 0.82% | ||
| 10 | OLD MISSION CAPITAL LLC | 23,290 | 589,000 | 0.62% | ||
| 11 | EDMOND DE ROTHSCHILD HOLDING S.A. | 4,500 | 114,000 | 0.12% | ||
| 12 | ADVISOR GROUP, INC. | 1,428 | 37,000 | 0.04% | ||
| 13 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 756 | 20,000 | 0.02% | ||
| 14 | MORGAN STANLEY | 315 | 8,000 | 0.01% | ||
| 15 | Hudock, Inc. | 310 | 7,000 | 0.01% | ||
| 16 | WELLS FARGO & COMPANY/MN | 253 | 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.
