| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Services Advisors, Inc. | 552,872 | 15,773,000 | 58.07% | ||
| 2 | LPL Financial LLC | 144,397 | 4,120,000 | 15.17% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 122,625 | 3,498,000 | 12.88% | ||
| 4 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 68,407 | 1,952,000 | 7.19% | ||
| 5 | Janney Montgomery Scott LLC | 27,019 | 771,000 | 2.84% | ||
| 6 | UBS Group AG | 14,150 | 404,000 | 1.49% | ||
| 7 | BB&T SECURITIES, LLC | 7,453 | 212,000 | 0.78% | ||
| 8 | RAYMOND JAMES & ASSOCIATES | 7,026 | 200,000 | 0.74% | ||
| 9 | Creative Planning | 4,283 | 122,000 | 0.45% | ||
| 10 | V WEALTH MANAGEMENT,LLC | 2,098 | 60,000 | 0.22% | ||
| 11 | MORGAN STANLEY | 1,031 | 29,000 | 0.11% | ||
| 12 | NewEdge Advisors, LLC | 700 | 20,083 | 0.07% |
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.
