| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | STIFEL FINANCIAL CORP | 281,833 | 6,057,000 | 28.88% | ||
| 2 | Creative Planning | 158,630 | 3,409,000 | 16.26% | ||
| 3 | CREDIT SUISSE AG/ | 147,202 | 3,163,000 | 15.08% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 120,278 | 2,585,000 | 12.33% | ||
| 5 | ASSETMARK, INC | 119,391 | 2,566,000 | 12.24% | ||
| 6 | UBS Group AG | 39,480 | 849,000 | 4.05% | ||
| 7 | MORGAN STANLEY | 21,054 | 452,000 | 2.16% | ||
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 20,800 | 447,000 | 2.13% | Call | |
| 9 | IBERIABANK CORP | 15,360 | 330,000 | 1.57% | ||
| 10 | D.A. DAVIDSON & CO. | 12,366 | 265,000 | 1.26% | ||
| 11 | LPL Financial LLC | 11,848 | 257,000 | 1.23% | ||
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11,076 | 238,000 | 1.13% | ||
| 13 | ROYAL BANK OF CANADA | 5,250 | 113,000 | 0.54% | ||
| 14 | Dunvegan Associates, Inc. | 3,815 | 82,000 | 0.39% | ||
| 15 | FARMERS & MERCHANTS INVESTMENTS INC | 2,900 | 62,000 | 0.30% | ||
| 16 | Smithfield Trust Co | 2,200 | 47,000 | 0.22% | ||
| 17 | CAPTRUST FINANCIAL ADVISORS | 1,073 | 23,059 | 0.11% | ||
| 18 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 538 | 12,000 | 0.06% | ||
| 19 | FIFTH THIRD BANCORP | 400 | 9,000 | 0.04% | ||
| 20 | CITIGROUP INC | 88 | 2,000 | 0.01% | ||
| 21 | HOWE & RUSLING INC | 95 | 2,000 | 0.01% | ||
| 22 | 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.
