| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CREDIT SUISSE AG/ | 130,348 | 10,516,000 | 21.88% | ||
| 2 | BBVA USA Bancshares, Inc. | 106,897 | 8,624,000 | 17.95% | ||
| 3 | MORGAN STANLEY | 82,523 | 6,658,000 | 13.85% | ||
| 4 | BB&T SECURITIES, LLC | 6,727 | 5,427,000 | 11.29% | ||
| 5 | GOLDMAN SACHS GROUP INC | 50,481 | 4,073,000 | 8.48% | ||
| 6 | ROYAL BANK OF CANADA | 38,717 | 3,123,000 | 6.50% | ||
| 7 | WELLS FARGO & COMPANY/MN | 30,838 | 2,488,000 | 5.18% | ||
| 8 | BANK OF AMERICA CORP /DE/ | 21,704 | 1,751,000 | 3.64% | ||
| 9 | UBS AG | 15,399 | 1,242,000 | 2.58% | ||
| 10 | LPL Financial LLC | 12,013 | 969,000 | 2.02% | ||
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10,276 | 829,000 | 1.73% | ||
| 12 | JPMORGAN CHASE & CO | 6,682 | 539,000 | 1.12% | ||
| 13 | DAVENPORT & Co LLC | 5,144 | 415,018 | 0.86% | ||
| 14 | Concert Wealth Management Inc. | 4,685 | 370,000 | 0.77% | ||
| 15 | Gateway Advisory, LLC | 3,939 | 318,000 | 0.66% | ||
| 16 | Legacy Private Trust Co. | 3,099 | 250,000 | 0.52% | ||
| 17 | STIFEL FINANCIAL CORP | 2,524 | 204,000 | 0.42% | ||
| 18 | B. Riley Wealth Management, Inc. | 1,078 | 86,000 | 0.18% | ||
| 19 | MSI Financial Services Inc | 882 | 71,000 | 0.15% | ||
| 20 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 537 | 42,000 | 0.09% | ||
| 21 | Creative Planning | 309 | 25,000 | 0.05% | ||
| 22 | CITIGROUP INC | 206 | 17,000 | 0.04% | ||
| 23 | B. Riley Wealth Advisors, Inc. | 198 | 15,975 | 0.03% | ||
| 24 | AMERIPRISE FINANCIAL INC | 28 | 2,000 | 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.
