| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Cranbrook Wealth Management, LLC | 120 | 6,000 | 0.03% | ||
| 2 | NEXT Financial Group, Inc | 170 | 9,000 | 0.04% | ||
| 3 | Patten Group, Inc. | 218 | 12,000 | 0.05% | ||
| 4 | KELMAN-LAZAROV, INC. | 1,420 | 76,012 | 0.34% | ||
| 5 | ROYAL BANK OF CANADA | 1,458 | 78,000 | 0.35% | ||
| 6 | ALPHA OMEGA WEALTH MANAGEMENT LLC | 1,650 | 88,000 | 0.40% | ||
| 7 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 2,227 | 120,000 | 0.54% | ||
| 8 | PNC FINANCIAL SERVICES GROUP, INC. | 3,780 | 202,000 | 0.91% | ||
| 9 | Virtu KCG Holdings LLC | 4,949 | 265,000 | 1.19% | ||
| 10 | Commonwealth Equity Services, Inc | 4,972 | 266,000 | 1.20% | ||
| 11 | HighTower Advisors, LLC | 6,009 | 321,000 | 1.44% | ||
| 12 | Bank of New York Mellon Corp | 7,000 | 375,000 | 1.69% | ||
| 13 | GOULD ASSET MANAGEMENT LLC /CA/ | 7,815 | 418,000 | 1.88% | ||
| 14 | STIFEL FINANCIAL CORP | 8,399 | 450,000 | 2.02% | ||
| 15 | ProVise Management Group, LLC | 9,286 | 497,000 | 2.24% | ||
| 16 | BAILARD, INC. | 11,395 | 610,000 | 2.74% | ||
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12,206 | 653,000 | 2.94% | ||
| 18 | BANK OF AMERICA CORP /DE/ | 59,511 | 3,186,000 | 14.33% | ||
| 19 | UBS Group AG | 272,727 | 14,599,000 | 65.67% |
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.
