| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 205,977 | 4,690,000 | 15.63% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 180,487 | 4,110,000 | 13.70% | ||
| 3 | NEW VERNON INVESTMENT MANAGEMENT LLC | 170,000 | 3,871,000 | 12.90% | ||
| 4 | Limestone Value Partners, LLC | 152,030 | 3,480,000 | 11.60% | ||
| 5 | Horizon Kinetics LLC | 123,363 | 2,809,000 | 9.36% | ||
| 6 | BESSEMER GROUP INC | 117,850 | 2,683,000 | 8.94% | ||
| 7 | UBS Group AG | 60,819 | 1,385,000 | 4.62% | ||
| 8 | WELLS FARGO & COMPANY/MN | 56,888 | 1,295,000 | 4.32% | ||
| 9 | Invesco Ltd. | 51,397 | 1,170,000 | 3.90% | ||
| 10 | MSI Financial Services Inc | 49,978 | 1,138,000 | 3.79% | ||
| 11 | Janney Montgomery Scott LLC | 29,983 | 683,000 | 2.28% | ||
| 12 | ROYAL BANK OF CANADA | 22,668 | 516,000 | 1.72% | ||
| 13 | Commonwealth Equity Services, Inc | 18,889 | 430,000 | 1.43% | ||
| 14 | NWAM LLC | 15,074 | 343,000 | 1.14% | ||
| 15 | GUGGENHEIM CAPITAL LLC | 14,014 | 319,000 | 1.06% | ||
| 16 | IFP ADVISORS, INC | 12,219 | 278,000 | 0.93% | ||
| 17 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 11,778 | 268,000 | 0.89% | ||
| 18 | Raymond James Financial Services Advisors, Inc. | 8,867 | 202,000 | 0.67% | ||
| 19 | CITIGROUP INC | 7,337 | 167,000 | 0.56% | ||
| 20 | RISK PARADIGM GROUP, LLC | 1,790 | 40,758 | 0.14% | ||
| 21 | Global X Management CO LLC | 1,268 | 29,000 | 0.10% | ||
| 22 | People's United Financial, Inc. | 1,250 | 28,000 | 0.09% | ||
| 23 | AMERICAN INTERNATIONAL GROUP, INC. | 1,000 | 23,000 | 0.08% | ||
| 24 | GENEOS WEALTH MANAGEMENT INC. | 800 | 18,000 | 0.06% | ||
| 25 | NEXT Financial Group, Inc | 600 | 13,000 | 0.04% | ||
| 26 | Winslow, Evans & Crocker, Inc. | 400 | 9,108 | 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.
