| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 381,068 | 10,799,000 | 42.58% | ||
| 2 | MORGAN STANLEY | 195,262 | 5,534,000 | 21.82% | ||
| 3 | RAYMOND JAMES & ASSOCIATES | 106,488 | 3,018,000 | 11.90% | ||
| 4 | LPL Financial LLC | 62,351 | 1,761,000 | 6.94% | ||
| 5 | CITADEL ADVISORS LLC | 35,902 | 1,017,000 | 4.01% | ||
| 6 | Janney Montgomery Scott LLC | 32,208 | 913,000 | 3.60% | ||
| 7 | Frontier Wealth Management LLC | 21,005 | 595,000 | 2.35% | ||
| 8 | ENVESTNET ASSET MANAGEMENT INC | 19,739 | 559,000 | 2.20% | ||
| 9 | Cambridge Investment Research Advisors, Inc. | 15,677 | 444,000 | 1.75% | ||
| 10 | ROYAL BANK OF CANADA | 11,061 | 313,000 | 1.23% | ||
| 11 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 10,076 | 286,000 | 1.13% | ||
| 12 | KINGS POINT CAPITAL MANAGEMENT | 4,320 | 122,000 | 0.48% |
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.
