| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 301,645 | 10,467,000 | 21.76% | ||
| 2 | UBS Group AG | 251,237 | 8,718,000 | 18.12% | ||
| 3 | ROYAL BANK OF CANADA | 207,796 | 7,211,000 | 14.99% | ||
| 4 | MORGAN STANLEY | 153,499 | 5,326,000 | 11.07% | ||
| 5 | Cassaday & Co Inc. | 103,262 | 3,583,000 | 7.45% | ||
| 6 | CABOT WEALTH MANAGEMENT INC | 72,280 | 2,508,000 | 5.21% | ||
| 7 | Burt Wealth Advisors | 56,550 | 1,962,000 | 4.08% | ||
| 8 | LPL Financial LLC | 55,848 | 1,938,000 | 4.03% | ||
| 9 | JANE STREET GROUP, LLC | 46,694 | 1,620,000 | 3.37% | ||
| 10 | Placemark Investments, Inc. | 42,174 | 1,463,000 | 3.04% | ||
| 11 | BANK OF MONTREAL /CAN/ | 40,288 | 1,398,000 | 2.91% | ||
| 12 | VSR Financial Services, Inc. | 22,939 | 796,000 | 1.65% | ||
| 13 | Commonwealth Equity Services, Inc | 18,906 | 656,000 | 1.36% | ||
| 14 | FineMark National Bank & Trust | 10,297 | 357,000 | 0.74% | ||
| 15 | AMERICAN INTERNATIONAL GROUP, INC. | 1,500 | 52,050 | 0.11% | ||
| 16 | NATIONAL PLANNING CORP | 910 | 31,395 | 0.07% | ||
| 17 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 662 | 23,000 | 0.05% | ||
| 18 | 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.
