| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Transamerica Financial Advisors, LLC | 1 | 1,000 | 0.00% | ||
| 2 | CITIGROUP INC | 80 | 5,000 | 0.01% | ||
| 3 | WEALTHFRONT CORP | 126 | 8,000 | 0.02% | ||
| 4 | MANAGED ACCOUNT ADVISORS LLC | 329 | 21,000 | 0.05% | ||
| 5 | BARCLAYS PLC | 537 | 33,000 | 0.08% | ||
| 6 | AMERIPRISE FINANCIAL INC | 964 | 62,000 | 0.14% | ||
| 7 | Regal Investment Advisors LLC | 1,906 | 122,000 | 0.28% | ||
| 8 | ROYAL BANK OF CANADA | 2,674 | 171,000 | 0.40% | ||
| 9 | American Investment Services, Inc. | 3,920 | 251,000 | 0.58% | ||
| 10 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 4,580 | 293,000 | 0.68% | ||
| 11 | WEALTHCARE CAPITAL MANAGEMENT LLC | 5,373 | 344,000 | 0.80% | ||
| 12 | MSI Financial Services Inc | 7,550 | 483,000 | 1.12% | ||
| 13 | D. SCOTT NEAL, INC. | 9,950 | 637,000 | 1.48% | ||
| 14 | NATIXIS ADVISORS, LLC | 10,399 | 666,000 | 1.55% | ||
| 15 | Bragg Financial Advisors, Inc | 10,772 | 689,000 | 1.60% | ||
| 16 | DRW Securities, LLC | 11,926 | 763,000 | 1.78% | ||
| 17 | CITY NATIONAL BANK | 12,122 | 776,000 | 1.81% | ||
| 18 | Bangor Savings Bank | 12,615 | 807,000 | 1.88% | ||
| 19 | LPL Financial LLC | 15,094 | 966,000 | 2.25% | ||
| 20 | UBS AG | 16,030 | 1,026,000 | 2.39% | ||
| 21 | WELLS FARGO & COMPANY/MN | 20,033 | 1,282,000 | 2.98% | ||
| 22 | CREDIT SUISSE AG/ | 26,744 | 1,712,000 | 3.99% | ||
| 23 | STIFEL FINANCIAL CORP | 40,869 | 2,616,000 | 6.09% | ||
| 24 | FOSTER & MOTLEY INC | 45,832 | 2,933,000 | 6.83% | ||
| 25 | ASSETMARK, INC | 47,770 | 3,057,000 | 7.12% | ||
| 26 | FRANKLIN RESOURCES INC | 69,333 | 4,437,000 | 10.33% | ||
| 27 | MORGAN STANLEY | 98,303 | 6,291,000 | 14.65% | ||
| 28 | BANK OF AMERICA CORP /DE/ | 195,383 | 12,504,000 | 29.11% |
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.
