| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 765,272 | 28,200,000 | 57.59% | ||
| 2 | UBS AG | 201,056 | 7,409,000 | 15.13% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 111,564 | 4,111,000 | 8.40% | ||
| 4 | RAYMOND JAMES & ASSOCIATES | 71,551 | 2,637,000 | 5.39% | ||
| 5 | LPL Financial LLC | 59,224 | 2,182,000 | 4.46% | ||
| 6 | ROYAL BANK OF CANADA | 49,709 | 1,832,000 | 3.74% | ||
| 7 | Janney Montgomery Scott LLC | 28,487 | 1,049,746 | 2.14% | ||
| 8 | JPMORGAN CHASE & CO | 10,831 | 399,000 | 0.81% | ||
| 9 | OPPENHEIMER & CO INC | 10,424 | 384,000 | 0.78% | ||
| 10 | SG Americas Securities, LLC | 9,968 | 367,000 | 0.75% | ||
| 11 | WELLS FARGO & COMPANY/MN | 5,916 | 218,000 | 0.45% | ||
| 12 | MYCIO WEALTH PARTNERS, LLC | 1,500 | 55,000 | 0.11% | ||
| 13 | D.A. DAVIDSON & CO. | 1,295 | 47,000 | 0.10% | ||
| 14 | AMERIPRISE FINANCIAL INC | 827 | 30,000 | 0.06% | ||
| 15 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 500 | 18,000 | 0.04% | ||
| 16 | WFG Advisors, LP | 431 | 16,000 | 0.03% | ||
| 17 | Creative Planning | 250 | 9,000 | 0.02% | ||
| 18 | Tower Research Capital LLC (TRC) | 50 | 2,000 | 0.00% |
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.
