| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 875,638 | 8,792,000 | 63.91% | ||
| 2 | WELLS FARGO & COMPANY/MN | 164,002 | 1,647,000 | 11.97% | ||
| 3 | LPL Financial LLC | 92,584 | 931,000 | 6.77% | ||
| 4 | Commonwealth Equity Services, Inc | 60,116 | 604,000 | 4.39% | ||
| 5 | B. Riley Wealth Management, Inc. | 58,916 | 591,000 | 4.30% | ||
| 6 | ROYAL BANK OF CANADA | 24,902 | 250,000 | 1.82% | ||
| 7 | UBS Group AG | 22,930 | 230,000 | 1.67% | ||
| 8 | BANK OF AMERICA CORP /DE/ | 16,000 | 161,000 | 1.17% | ||
| 9 | BB&T SECURITIES, LLC | 14,500 | 145,000 | 1.05% | ||
| 10 | Stratos Wealth Partners, LTD. | 13,800 | 139,000 | 1.01% | ||
| 11 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 13,003 | 131,000 | 0.95% | ||
| 12 | Tower Research Capital LLC (TRC) | 6,100 | 61,000 | 0.44% | ||
| 13 | SIT INVESTMENT ASSOCIATES INC | 3,590 | 36,000 | 0.26% | ||
| 14 | DELTA ASSET MANAGEMENT LLC/TN | 2,000 | 20,000 | 0.15% | ||
| 15 | BRONFMAN E.L. ROTHSCHILD, L.P. | 1,900 | 19,000 | 0.14% |
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.
