| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 846,633 | 31,114,000 | 47.47% | ||
| 2 | UBS Group AG | 329,911 | 12,124,000 | 18.50% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 181,066 | 6,654,000 | 10.15% | ||
| 4 | SPINNAKER TRUST | 104,272 | 3,832,000 | 5.85% | ||
| 5 | RAYMOND JAMES & ASSOCIATES | 56,152 | 2,064,000 | 3.15% | ||
| 6 | ROYAL BANK OF CANADA | 51,857 | 1,906,000 | 2.91% | ||
| 7 | JPMORGAN CHASE & CO | 46,070 | 1,693,000 | 2.58% | ||
| 8 | Janney Montgomery Scott LLC | 44,391 | 1,631,369 | 2.49% | ||
| 9 | LPL Financial LLC | 36,761 | 1,351,000 | 2.06% | ||
| 10 | OPPENHEIMER & CO INC | 23,348 | 858,000 | 1.31% | ||
| 11 | AMERIPRISE FINANCIAL INC | 17,132 | 630,000 | 0.96% | ||
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12,978 | 482,000 | 0.74% | ||
| 13 | CREDIT SUISSE AG/ | 11,635 | 428,000 | 0.65% | ||
| 14 | First Allied Advisory Services, Inc. | 9,955 | 370,000 | 0.56% | ||
| 15 | WELLS FARGO & COMPANY/MN | 5,673 | 208,000 | 0.32% | ||
| 16 | D.A. DAVIDSON & CO. | 1,595 | 58,000 | 0.09% | ||
| 17 | MYCIO WEALTH PARTNERS, LLC | 1,500 | 55,000 | 0.08% | ||
| 18 | Stratos Wealth Partners, LTD. | 899 | 33,038 | 0.05% | ||
| 19 | NATIONAL PLANNING CORP | 543 | 18,864 | 0.03% | ||
| 20 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 500 | 18,000 | 0.03% | ||
| 21 | WFG Advisors, LP | 293 | 11,000 | 0.02% | ||
| 22 | Creative Planning | 250 | 9,000 | 0.01% | ||
| 23 | Tower Research Capital LLC (TRC) | 36 | 1,000 | 0.00% | ||
| 24 | Parallax Volatility Advisers, L.P. | 1 | 0 | 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.
