| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 1,360,877 | 59,012,000 | 55.84% | ||
| 2 | TRUIST FINANCIAL CORP | 230,093 | 9,978,000 | 9.44% | ||
| 3 | MORGAN STANLEY | 218,159 | 9,460,000 | 8.95% | ||
| 4 | GRAY FINANCIAL GROUP /GA /ADV /ADV | 119,837 | 5,196,491 | 4.92% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 94,800 | 4,111,000 | 3.89% | ||
| 6 | AMERIPRISE FINANCIAL INC | 93,756 | 4,066,000 | 3.85% | ||
| 7 | Commonwealth Equity Services, Inc | 76,456 | 3,315,000 | 3.14% | ||
| 8 | DARRELL & KING LLC | 44,945 | 1,949,000 | 1.84% | ||
| 9 | M&T BANK CORP | 39,119 | 1,696,000 | 1.60% | ||
| 10 | NATIONAL PLANNING CORP | 27,322 | 1,191,000 | 1.13% | ||
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 20,051 | 869,000 | 0.82% | ||
| 12 | WELLS FARGO & COMPANY/MN | 15,957 | 692,000 | 0.65% | ||
| 13 | LPL Financial LLC | 15,819 | 681,000 | 0.64% | ||
| 14 | Virtu KCG Holdings LLC | 14,130 | 613,000 | 0.58% | ||
| 15 | HighTower Advisors, LLC | 13,370 | 577,000 | 0.55% | ||
| 16 | Timber Hill LLC | 12,830 | 556,000 | 0.53% | ||
| 17 | ANCHOR CAPITAL ADVISORS LLC | 9,950 | 431,000 | 0.41% | ||
| 18 | CITIGROUP INC | 9,918 | 430,000 | 0.41% | ||
| 19 | WBH ADVISORY INC | 8,483 | 367,000 | 0.35% | ||
| 20 | MSI Financial Services Inc | 3,438 | 149,000 | 0.14% | ||
| 21 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 2,929 | 127,000 | 0.12% | ||
| 22 | ENVESTNET ASSET MANAGEMENT INC | 2,771 | 120,000 | 0.11% | ||
| 23 | CRIBSTONE CAPITAL MANAGEMENT, LLC | 928 | 40,000 | 0.04% | ||
| 24 | WFG Advisors, LP | 283 | 12,000 | 0.01% | ||
| 25 | ADVISOR GROUP, INC. | 239 | 10,000 | 0.01% | ||
| 26 | ROYAL BANK OF CANADA | 214 | 9,000 | 0.01% | ||
| 27 | Financial Architects, Inc | 152 | 7,000 | 0.01% | ||
| 28 | M&R CAPITAL MANAGEMENT INC | 119 | 5,000 | 0.00% | ||
| 29 | IFP ADVISORS, INC | 100 | 4,000 | 0.00% | ||
| 30 | CWM, LLC | 86 | 4,000 | 0.00% | ||
| 31 | BlackRock Finance, Inc. | 81 | 4,000 | 0.00% | ||
| 32 | 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.
