| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BB&T SECURITIES, LLC | 40,761 | 9,436,000 | 14.44% | ||
| 2 | Horizon Kinetics LLC | 397,062 | 9,192,000 | 14.07% | ||
| 3 | UBS AG | 284,533 | 6,587,000 | 10.08% | ||
| 4 | MORGAN STANLEY | 221,740 | 5,134,000 | 7.86% | ||
| 5 | GUGGENHEIM CAPITAL LLC | 186,799 | 4,324,000 | 6.62% | ||
| 6 | HighTower Advisors, LLC | 135,424 | 3,135,000 | 4.80% | ||
| 7 | WELLS FARGO & COMPANY/MN | 127,738 | 2,957,000 | 4.53% | ||
| 8 | Cambridge Investment Research Advisors, Inc. | 99,921 | 2,313,000 | 3.54% | ||
| 9 | Apriem Advisors | 96,691 | 2,238,000 | 3.42% | ||
| 10 | NATIONAL PLANNING CORP | 88,877 | 2,028,000 | 3.10% | ||
| 11 | RAYMOND JAMES & ASSOCIATES | 86,655 | 2,006,000 | 3.07% | ||
| 12 | Invesco Ltd. | 56,238 | 1,302,000 | 1.99% | ||
| 13 | Homrich & Berg | 46,211 | 1,070,000 | 1.64% | ||
| 14 | DEUTSCHE BANK AG\ | 42,475 | 983,000 | 1.50% | ||
| 15 | FIRST FOUNDATION ADVISORS | 42,450 | 983,000 | 1.50% | ||
| 16 | ArchPoint Investors | 35,720 | 827,000 | 1.27% | ||
| 17 | WEDBUSH SECURITIES INC | 34,609 | 801,000 | 1.23% | ||
| 18 | Cetera Advisor Networks LLC | 34,419 | 796,000 | 1.22% | ||
| 19 | KMS FINANCIAL SERVICES, INC | 33,567 | 777,000 | 1.19% | ||
| 20 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 32,286 | 747,000 | 1.14% | ||
| 21 | ROYAL BANK OF CANADA | 30,379 | 703,000 | 1.08% | ||
| 22 | CABOT WEALTH MANAGEMENT INC | 30,060 | 696,000 | 1.07% | ||
| 23 | LPL Financial LLC | 29,517 | 683,000 | 1.05% | ||
| 24 | BARCLAYS PLC | 23,682 | 545,000 | 0.83% | ||
| 25 | Jefferies Group LLC | 23,300 | 539,000 | 0.82% | ||
| 26 | BANK OF AMERICA CORP /DE/ | 21,216 | 491,000 | 0.75% | ||
| 27 | MSI Financial Services Inc | 19,791 | 458,000 | 0.70% | ||
| 28 | BANK OF MONTREAL /CAN/ | 19,110 | 442,000 | 0.68% | ||
| 29 | STIFEL FINANCIAL CORP | 16,315 | 378,000 | 0.58% | ||
| 30 | Joel Isaacson & Co., LLC | 14,917 | 345,000 | 0.53% | ||
| 31 | Commonwealth Equity Services, Inc | 14,290 | 331,000 | 0.51% | ||
| 32 | Private Advisor Group, LLC | 13,862 | 321,000 | 0.49% | ||
| 33 | SUMMIT CAPITAL MANAGEMENT LLC | 12,510 | 290,000 | 0.44% | ||
| 34 | GOLDMAN SACHS GROUP INC | 11,700 | 271,000 | 0.41% | ||
| 35 | Cetera Advisors LLC | 11,470 | 265,000 | 0.41% | ||
| 36 | Janney Montgomery Scott LLC | 10,250 | 237,288 | 0.36% | ||
| 37 | Brown Advisory Securities, LLC | 9,200 | 213,000 | 0.33% | ||
| 38 | BNP PARIBAS FINANCIAL MARKETS | 4,668 | 107,644 | 0.16% | ||
| 39 | CAPTRUST FINANCIAL ADVISORS | 4,177 | 96,000 | 0.15% | ||
| 40 | CITIGROUP INC | 3,753 | 87,000 | 0.13% | ||
| 41 | B. Riley Wealth Management, Inc. | 2,117 | 49,000 | 0.07% | ||
| 42 | FIFTH THIRD BANCORP | 2,000 | 46,000 | 0.07% | ||
| 43 | Focused Wealth Management, Inc | 1,926 | 45,000 | 0.07% | ||
| 44 | Blume Capital Management, Inc. | 1,158 | 27,000 | 0.04% | ||
| 45 | US BANCORP \DE\ | 605 | 14,000 | 0.02% | ||
| 46 | MACROVIEW INVESTMENT MANAGEMENT LLC | 575 | 13,000 | 0.02% | ||
| 47 | MESSNER & SMITH THEME VALUE INVESTMENT MANAGEMENT LTD /CA/ | 100 | 5,000 | 0.01% | ||
| 48 | WFG Advisors, LP | 180 | 4,000 | 0.01% | ||
| 49 | Winslow, Evans & Crocker, Inc. | 100 | 2,315 | 0.00% | ||
| 50 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 100 | 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.
