| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ROYAL BANK OF CANADA | 102,606 | 3,339,000 | 24.36% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 80,970 | 2,635,000 | 19.23% | ||
| 3 | UBS AG | 64,994 | 2,115,000 | 15.43% | ||
| 4 | MORGAN STANLEY | 64,871 | 2,111,000 | 15.40% | ||
| 5 | Choate Investment Advisors | 38,056 | 1,238,343 | 9.04% | ||
| 6 | Placemark Investments, Inc. | 21,100 | 686,000 | 5.01% | ||
| 7 | Virtu KCG Holdings LLC | 12,885 | 419,000 | 3.06% | ||
| 8 | JPMORGAN CHASE & CO | 12,429 | 404,000 | 2.95% | ||
| 9 | XPONANCE LLC | 9,660 | 314,000 | 2.29% | ||
| 10 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 7,338 | 238,000 | 1.74% | ||
| 11 | NEW ENGLAND SECURITIES CORP /MA/ | 2,622 | 85,000 | 0.62% | ||
| 12 | AMERIPRISE FINANCIAL INC | 2,262 | 74,000 | 0.54% | ||
| 13 | ENVESTNET ASSET MANAGEMENT INC | 722 | 23,000 | 0.17% | ||
| 14 | WELLS FARGO & COMPANY/MN | 520 | 17,000 | 0.12% | ||
| 15 | Ground Swell Capital, LLC | 162 | 5,000 | 0.04% | ||
| 16 | B. Riley Wealth Management, Inc. | 90 | 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.