| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | STIFEL FINANCIAL CORP | 12,177 | 8,349,000 | 18.27% | ||
| 2 | AMUNDI ASSET MANAGEMENT US, INC. | 803,201 | 8,233,000 | 18.01% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 770,405 | 7,896,000 | 17.28% | ||
| 4 | MORGAN STANLEY | 497,965 | 5,104,000 | 11.17% | ||
| 5 | UBS Group AG | 470,313 | 4,821,000 | 10.55% | ||
| 6 | WELLS FARGO & COMPANY/MN | 133,108 | 1,364,000 | 2.98% | ||
| 7 | MACROVIEW INVESTMENT MANAGEMENT LLC | 117,041 | 1,200,000 | 2.63% | ||
| 8 | LPL Financial LLC | 98,450 | 1,014,000 | 2.22% | ||
| 9 | Carnegie Investment Counsel | 80,681 | 834,000 | 1.82% | ||
| 10 | VAN ECK ASSOCIATES CORP | 67,928 | 696,000 | 1.52% | ||
| 11 | FIFTH THIRD BANCORP | 57,959 | 594,000 | 1.30% | ||
| 12 | Nuveen Asset Management, LLC | 53,753 | 551,000 | 1.21% | ||
| 13 | CONNING INC. | 44,462 | 456,000 | 1.00% | ||
| 14 | HighTower Advisors, LLC | 43,808 | 450,000 | 0.98% | ||
| 15 | Commonwealth Equity Services, Inc | 41,422 | 425,000 | 0.93% | ||
| 16 | Arete Wealth Advisors, LLC | 36,862 | 378,000 | 0.83% | ||
| 17 | RAYMOND JAMES TRUST N.A. | 33,000 | 338,000 | 0.74% | ||
| 18 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 32,578 | 334,000 | 0.73% | ||
| 19 | Stratos Wealth Partners, LTD. | 24,500 | 251,000 | 0.55% | ||
| 20 | Virtu KCG Holdings LLC | 22,009 | 226,000 | 0.49% | ||
| 21 | Raymond James Financial Services Advisors, Inc. | 19,800 | 203,000 | 0.44% | ||
| 22 | Cambridge Investment Research Advisors, Inc. | 18,358 | 188,000 | 0.41% | ||
| 23 | BANK OF MONTREAL /CAN/ | 18,400 | 188,000 | 0.41% | ||
| 24 | GUGGENHEIM CAPITAL LLC | 16,065 | 165,000 | 0.36% | ||
| 25 | Capital Investment Advisors, LLC | 15,175 | 156,000 | 0.34% | ||
| 26 | COMMERCE BANK | 14,176 | 145,000 | 0.32% | ||
| 27 | REGIONS FINANCIAL CORP | 14,105 | 144,000 | 0.32% | ||
| 28 | ROYAL BANK OF CANADA | 12,383 | 127,000 | 0.28% | ||
| 29 | Yellowstone Partners, LLC | 12,009 | 123,000 | 0.27% | ||
| 30 | CAMBRIDGE TRUST CO | 12,000 | 123,000 | 0.27% | ||
| 31 | Janney Montgomery Scott LLC | 11,725 | 120,000 | 0.26% | ||
| 32 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 10,841 | 111,000 | 0.24% | ||
| 33 | DEUTSCHE BANK AG\ | 7,236 | 74,000 | 0.16% | ||
| 34 | Bartlett & Co. LLC | 6,454 | 66,000 | 0.14% | ||
| 35 | US BANCORP \DE\ | 4,250 | 44,000 | 0.10% | ||
| 36 | Creative Planning | 4,076 | 42,000 | 0.09% | ||
| 37 | SIGNATUREFD, LLC | 3,421 | 35,000 | 0.08% | ||
| 38 | Winslow, Evans & Crocker, Inc. | 3,250 | 33,314 | 0.07% | ||
| 39 | IFP ADVISORS, INC | 2,501 | 26,000 | 0.06% | ||
| 40 | Joel Isaacson & Co., LLC | 2,500 | 26,000 | 0.06% | ||
| 41 | CITIGROUP INC | 1,582 | 16,000 | 0.04% | ||
| 42 | First City Capital Management, Inc. | 1,400 | 14,350 | 0.03% | ||
| 43 | PNC FINANCIAL SERVICES GROUP, INC. | 1,150 | 12,000 | 0.03% | ||
| 44 | US FINANCIAL ADVISORS, LLC | 955 | 10,000 | 0.02% |
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.
