| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ALLIANCEBERNSTEIN L.P. | 882,996 | 9,819,000 | 15.88% | ||
| 2 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 664,358 | 7,388,000 | 11.95% | ||
| 3 | ENVESTNET ASSET MANAGEMENT INC | 664,136 | 7,385,000 | 11.94% | ||
| 4 | Sigma Planning Corp | 627,374 | 6,976,000 | 11.28% | ||
| 5 | CWM, LLC | 501,681 | 5,579,000 | 9.02% | ||
| 6 | BARCLAYS PLC | 448,258 | 4,985,000 | 8.06% | ||
| 7 | MORGAN STANLEY | 369,341 | 4,107,000 | 6.64% | ||
| 8 | BANK OF AMERICA CORP /DE/ | 168,420 | 1,873,000 | 3.03% | ||
| 9 | ROYAL BANK OF CANADA | 165,403 | 1,839,000 | 2.97% | ||
| 10 | HSBC HOLDINGS PLC | 130,000 | 1,446,000 | 2.34% | ||
| 11 | CITIGROUP INC | 125,250 | 1,393,000 | 2.25% | ||
| 12 | JANE STREET GROUP, LLC | 122,615 | 1,363,000 | 2.20% | ||
| 13 | STIFEL FINANCIAL CORP | 85,025 | 947,000 | 1.53% | ||
| 14 | LPL Financial LLC | 85,686 | 847,000 | 1.37% | ||
| 15 | TRUE PRIVATE WEALTH ADVISORS | 74,868 | 743,000 | 1.20% | ||
| 16 | Advisory Services Network, LLC | 51,268 | 570,000 | 0.92% | ||
| 17 | AXA S.A. | 48,460 | 539,000 | 0.87% | ||
| 18 | NIEMANN CAPITAL MANAGEMENT INC | 41,890 | 466,000 | 0.75% | ||
| 19 | SouthState Bank Corp | 40,323 | 448,000 | 0.72% | ||
| 20 | HL FINANCIAL SERVICES LLC | 36,380 | 405,000 | 0.65% | ||
| 21 | ADVISOR GROUP, INC. | 32,167 | 358,000 | 0.58% | ||
| 22 | SG Americas Securities, LLC | 27,675 | 308,000 | 0.50% | ||
| 23 | JPMORGAN CHASE & CO | 24,412 | 271,000 | 0.44% | ||
| 24 | Family Firm, Inc. | 23,927 | 266,000 | 0.43% | ||
| 25 | UBS Group AG | 22,577 | 251,000 | 0.41% | ||
| 26 | Commonwealth Equity Services, Inc | 21,402 | 238,000 | 0.38% | ||
| 27 | CIBC Private Wealth Group LLC | 20,400 | 227,000 | 0.37% | ||
| 28 | LINCOLN NATIONAL CORP | 16,514 | 183,000 | 0.30% | ||
| 29 | RAYMOND JAMES & ASSOCIATES | 10,800 | 120,000 | 0.19% | ||
| 30 | AYALON INSURANCE COMP LTD. | 10,500 | 117,000 | 0.19% | ||
| 31 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 6,711 | 75,000 | 0.12% | ||
| 32 | Concert Wealth Management Inc. | 6,157 | 69,000 | 0.11% | ||
| 33 | BANK OF MONTREAL /CAN/ | 5,600 | 62,000 | 0.10% | ||
| 34 | MSI Financial Services Inc | 4,990 | 55,000 | 0.09% | ||
| 35 | Lowe Wealth Advisors, LLC | 3,046 | 34,000 | 0.05% | ||
| 36 | Apriem Advisors | 2,200 | 24,000 | 0.04% | ||
| 37 | IFP ADVISORS, INC | 1,920 | 21,000 | 0.03% | ||
| 38 | PNC FINANCIAL SERVICES GROUP, INC. | 946 | 11,000 | 0.02% | ||
| 39 | NEXT Financial Group, Inc | 790 | 9,000 | 0.01% | ||
| 40 | CUTLER GROUP LLC / CA | 4,200 | 8,000 | 0.01% | Call | |
| 41 | Sandy Spring Bank | 650 | 7,000 | 0.01% | ||
| 42 | THOMPSON DAVIS & CO., INC. | 250 | 3,000 | 0.00% | ||
| 43 | Community Bank, N.A. | 300 | 3,000 | 0.00% | ||
| 44 | SEI INVESTMENTS CO | 100 | 1,000 | 0.00% | ||
| 45 | 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.
