| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CWM, LLC | 601,944 | 4,484,000 | 35.50% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 263,987 | 1,967,000 | 15.57% | ||
| 3 | MORGAN STANLEY | 172,053 | 1,282,000 | 10.15% | ||
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 84,803 | 632,000 | 5.00% | ||
| 5 | UBS Group AG | 75,937 | 566,000 | 4.48% | ||
| 6 | AXA S.A. | 62,080 | 462,000 | 3.66% | ||
| 7 | HighTower Advisors, LLC | 61,655 | 459,000 | 3.63% | ||
| 8 | OPPENHEIMER & CO INC | 59,680 | 445,000 | 3.52% | ||
| 9 | Rock Point Advisors, LLC | 59,196 | 441,000 | 3.49% | ||
| 10 | SMITH, MOORE & CO. | 46,550 | 347,000 | 2.75% | ||
| 11 | Family Firm, Inc. | 41,272 | 307,000 | 2.43% | ||
| 12 | Cannell & Spears LLC | 39,750 | 296,000 | 2.34% | ||
| 13 | CITIGROUP INC | 35,798 | 267,000 | 2.11% | ||
| 14 | LPL Financial LLC | 31,420 | 234,000 | 1.85% | ||
| 15 | ROYAL BANK OF CANADA | 21,700 | 162,000 | 1.28% | ||
| 16 | Commonwealth Equity Services, Inc | 19,062 | 142,000 | 1.12% | ||
| 17 | SCHRODER INVESTMENT MANAGEMENT GROUP | 6,695 | 50,000 | 0.40% | ||
| 18 | MANAGED ACCOUNT ADVISORS LLC | 3,724 | 28,000 | 0.22% | ||
| 19 | Pinnacle Summer Investments, Inc. | 2,735 | 25,000 | 0.20% | ||
| 20 | Lowe Wealth Advisors, LLC | 2,246 | 17,000 | 0.13% | ||
| 21 | Stratos Wealth Partners, LTD. | 1,000 | 7,450 | 0.06% | ||
| 22 | Sandy Spring Bank | 910 | 7,000 | 0.06% | ||
| 23 | Vontobel Swiss Wealth Advisors AG | 300 | 2,000 | 0.02% | ||
| 24 | MSI Financial Services Inc | 138 | 1,000 | 0.01% | ||
| 25 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 145 | 1,000 | 0.01% | ||
| 26 | WEALTHFRONT CORP | 1 | 0 | 0.00% | ||
| 27 | 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.
