| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 850,209 | 16,375,000 | 57.62% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 151,056 | 2,909,000 | 10.24% | ||
| 3 | LPL Financial LLC | 69,617 | 1,341,000 | 4.72% | ||
| 4 | UBS AG | 69,140 | 1,332,000 | 4.69% | ||
| 5 | OLD NATIONAL BANCORP /IN/ | 55,634 | 1,072,000 | 3.77% | ||
| 6 | NEW ENGLAND SECURITIES CORP /MA/ | 44,025 | 848,000 | 2.98% | ||
| 7 | ROYAL BANK OF CANADA | 43,524 | 838,000 | 2.95% | ||
| 8 | JPMORGAN CHASE & CO | 40,615 | 782,000 | 2.75% | ||
| 9 | STIFEL FINANCIAL CORP | 40,139 | 773,000 | 2.72% | ||
| 10 | HL FINANCIAL SERVICES LLC | 32,330 | 623,000 | 2.19% | ||
| 11 | Aspen Investment Management Inc | 24,990 | 481,000 | 1.69% | ||
| 12 | Commonwealth Equity Services, Inc | 21,222 | 409,000 | 1.44% | ||
| 13 | DEUTSCHE BANK AG\ | 16,608 | 319,000 | 1.12% | ||
| 14 | NEXT Financial Group, Inc | 7,500 | 143,000 | 0.50% | ||
| 15 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 2,504 | 48,000 | 0.17% | ||
| 16 | MSI Financial Services Inc | 2,370 | 46,000 | 0.16% | ||
| 17 | BENJAMIN F. EDWARDS & COMPANY, INC. | 2,300 | 44,000 | 0.15% | ||
| 18 | D.A. DAVIDSON & CO. | 1,000 | 19,000 | 0.07% | ||
| 19 | WELLS FARGO & COMPANY/MN | 430 | 8,000 | 0.03% | ||
| 20 | Creative Planning | 273 | 5,000 | 0.02% | ||
| 21 | CITIGROUP INC | 200 | 4,000 | 0.01% | ||
| 22 | FOUNDERS BANK & TRUST | 120 | 2,000 | 0.01% |
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.
