| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 562,163 | 5,666,000 | 73.94% | ||
| 2 | WELLS FARGO & COMPANY/MN | 67,946 | 685,000 | 8.94% | ||
| 3 | ACG Wealth | 38,600 | 389,000 | 5.08% | ||
| 4 | LPL Financial LLC | 30,500 | 306,000 | 3.99% | ||
| 5 | Commonwealth Equity Services, Inc | 24,892 | 251,000 | 3.28% | ||
| 6 | BB&T SECURITIES, LLC | 14,500 | 146,000 | 1.91% | ||
| 7 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 10,000 | 101,000 | 1.32% | ||
| 8 | ROYAL BANK OF CANADA | 9,902 | 100,000 | 1.30% | ||
| 9 | BRONFMAN E.L. ROTHSCHILD, L.P. | 1,900 | 19,000 | 0.25% |
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.
