| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 60,113 | 712,000 | 18.38% | ||
| 2 | WELLS FARGO & COMPANY/MN | 57,594 | 683,000 | 17.63% | ||
| 3 | Capital Investment Advisors, LLC | 33,255 | 513,000 | 13.24% | ||
| 4 | CIBC Private Wealth Group LLC | 37,000 | 439,000 | 11.33% | ||
| 5 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 26,974 | 320,000 | 8.26% | ||
| 6 | LPL Financial LLC | 25,389 | 307,000 | 7.92% | ||
| 7 | GOLDMAN SACHS GROUP INC | 25,699 | 305,000 | 7.87% | ||
| 8 | ROYAL BANK OF CANADA | 15,100 | 179,000 | 4.62% | ||
| 9 | SHEETS SMITH WEALTH MANAGEMENT | 12,500 | 148,000 | 3.82% | ||
| 10 | Ledyard National Bank | 10,795 | 128,000 | 3.30% | ||
| 11 | CITIGROUP INC | 4,267 | 51,000 | 1.32% | ||
| 12 | BANK OF AMERICA CORP /DE/ | 2,912 | 34,000 | 0.88% | ||
| 13 | US BANCORP \DE\ | 2,000 | 24,000 | 0.62% | ||
| 14 | UBS Group AG | 1,400 | 17,000 | 0.44% | ||
| 15 | DUNCKER STREETT & CO INC | 667 | 8,000 | 0.21% | ||
| 16 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 390 | 5,000 | 0.13% | ||
| 17 | Tower Research Capital LLC (TRC) | 121 | 1,000 | 0.03% |
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.
