| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 172,863 | 10,942,000 | 29.63% | ||
| 2 | MORGAN STANLEY | 75,646 | 4,789,000 | 12.97% | ||
| 3 | FRANKLIN RESOURCES INC | 62,174 | 3,936,000 | 10.66% | ||
| 4 | FOSTER & MOTLEY INC | 44,194 | 2,797,000 | 7.57% | ||
| 5 | STIFEL FINANCIAL CORP | 39,906 | 2,526,000 | 6.84% | ||
| 6 | CREDIT SUISSE AG/ | 28,703 | 1,817,000 | 4.92% | ||
| 7 | Bluefin Trading, LLC | 25,399 | 1,600,000 | 4.33% | ||
| 8 | NATIXIS ADVISORS, LLC | 21,328 | 1,350,000 | 3.66% | ||
| 9 | WELLS FARGO & COMPANY/MN | 18,440 | 1,168,000 | 3.16% | ||
| 10 | SouthState Bank Corp | 13,690 | 867,000 | 2.35% | ||
| 11 | Bragg Financial Advisors, Inc | 11,807 | 747,000 | 2.02% | ||
| 12 | LPL Financial LLC | 11,147 | 706,000 | 1.91% | ||
| 13 | UBS AG | 11,096 | 702,000 | 1.90% | ||
| 14 | D. SCOTT NEAL, INC. | 9,975 | 631,000 | 1.71% | ||
| 15 | Bangor Savings Bank | 9,110 | 577,000 | 1.56% | ||
| 16 | MSI Financial Services Inc | 6,255 | 396,000 | 1.07% | ||
| 17 | WEALTHCARE CAPITAL MANAGEMENT LLC | 5,695 | 360,000 | 0.97% | ||
| 18 | CITY NATIONAL BANK | 5,355 | 339,000 | 0.92% | ||
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3,978 | 252,000 | 0.68% | ||
| 20 | Regal Investment Advisors LLC | 3,326 | 211,000 | 0.57% | ||
| 21 | ROYAL BANK OF CANADA | 1,964 | 124,000 | 0.34% | ||
| 22 | LifePlan Financial Group, Inc | 824 | 52,000 | 0.14% | ||
| 23 | BARCLAYS PLC | 438 | 27,000 | 0.07% | ||
| 24 | CITIGROUP INC | 80 | 5,000 | 0.01% | ||
| 25 | AMERIPRISE FINANCIAL INC | 40 | 3,000 | 0.01% | ||
| 26 | Transamerica Financial Advisors, LLC | 1 | 1,000 | 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.
