| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 1,338,017 | 59,127,000 | 54.92% | ||
| 2 | TRUIST FINANCIAL CORP | 232,274 | 10,264,000 | 9.53% | ||
| 3 | MORGAN STANLEY | 221,865 | 9,804,000 | 9.11% | ||
| 4 | GRAY FINANCIAL GROUP /GA /ADV /ADV | 119,837 | 5,295,597 | 4.92% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 91,531 | 4,044,000 | 3.76% | ||
| 6 | AMERIPRISE FINANCIAL INC | 84,819 | 3,692,000 | 3.43% | ||
| 7 | Commonwealth Equity Services, Inc | 81,443 | 3,599,000 | 3.34% | ||
| 8 | DARRELL & KING LLC | 34,829 | 1,539,000 | 1.43% | ||
| 9 | NATIONAL PLANNING CORP | 27,281 | 1,195,000 | 1.11% | ||
| 10 | M&T BANK CORP | 26,115 | 1,153,000 | 1.07% | ||
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 20,884 | 923,000 | 0.86% | ||
| 12 | LPL Financial LLC | 19,032 | 835,000 | 0.78% | ||
| 13 | Virtu KCG Holdings LLC | 18,815 | 831,000 | 0.77% | ||
| 14 | Simplicity Solutions, LLC | 17,188 | 760,000 | 0.71% | ||
| 15 | WELLS FARGO & COMPANY/MN | 16,828 | 744,000 | 0.69% | ||
| 16 | HighTower Advisors, LLC | 14,498 | 647,000 | 0.60% | ||
| 17 | Timber Hill LLC | 14,330 | 633,000 | 0.59% | ||
| 18 | CITADEL ADVISORS LLC | 13,024 | 576,000 | 0.54% | ||
| 19 | ANCHOR CAPITAL ADVISORS LLC | 12,145 | 537,000 | 0.50% | ||
| 20 | CITIGROUP INC | 9,218 | 407,000 | 0.38% | ||
| 21 | WBH ADVISORY INC | 8,483 | 374,000 | 0.35% | ||
| 22 | MONEYWISE, INC. | 6,466 | 286,000 | 0.27% | ||
| 23 | MSI Financial Services Inc | 3,441 | 152,000 | 0.14% | ||
| 24 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 2,944 | 130,000 | 0.12% | ||
| 25 | CRIBSTONE CAPITAL MANAGEMENT, LLC | 928 | 41,000 | 0.04% | ||
| 26 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 366 | 16,000 | 0.01% | ||
| 27 | ADVISOR GROUP, INC. | 224 | 10,000 | 0.01% | ||
| 28 | ROYAL BANK OF CANADA | 214 | 9,000 | 0.01% | ||
| 29 | WFG Advisors, LP | 210 | 9,000 | 0.01% | ||
| 30 | Financial Architects, Inc | 152 | 7,000 | 0.01% | ||
| 31 | M&R CAPITAL MANAGEMENT INC | 119 | 5,000 | 0.00% | ||
| 32 | BlackRock Finance, Inc. | 81 | 4,000 | 0.00% | ||
| 33 | IFP ADVISORS, INC | 100 | 4,000 | 0.00% | ||
| 34 | CWM, LLC | 86 | 4,000 | 0.00% | ||
| 35 | 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.
