| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 36,136 | 493,000 | 20.84% | ||
| 2 | LPL Financial LLC | 26,283 | 359,000 | 15.17% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 25,093 | 342,000 | 14.45% | ||
| 4 | UBS Group AG | 14,012 | 191,000 | 8.07% | ||
| 5 | Commonwealth Equity Services, Inc | 13,233 | 180,000 | 7.61% | ||
| 6 | Sigma Planning Corp | 12,846 | 175,000 | 7.40% | ||
| 7 | DOLIVER ADVISORS, LP | 11,372 | 155,000 | 6.55% | ||
| 8 | AMERIPRISE FINANCIAL INC | 10,067 | 137,000 | 5.79% | ||
| 9 | WELLS FARGO & COMPANY/MN | 8,685 | 118,000 | 4.99% | ||
| 10 | FIFTH THIRD BANCORP | 5,000 | 68,000 | 2.87% | ||
| 11 | WOLVERINE ASSET MANAGEMENT LLC | 4,805 | 65,000 | 2.75% | ||
| 12 | Commonwealth Financial Services, LLC | 3,500 | 48,000 | 2.03% | ||
| 13 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 1,810 | 25,000 | 1.06% | ||
| 14 | Creative Planning | 727 | 10,000 | 0.42% |
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.
