| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 216,969 | 3,261,000 | 27.83% | ||
| 2 | MORGAN STANLEY | 158,237 | 2,378,000 | 20.30% | ||
| 3 | UBS Group AG | 127,697 | 1,920,000 | 16.39% | ||
| 4 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 43,400 | 652,000 | 5.56% | ||
| 5 | WELLS FARGO & COMPANY/MN | 42,293 | 636,000 | 5.43% | ||
| 6 | Roundview Capital LLC | 41,500 | 624,000 | 5.33% | ||
| 7 | Stratos Wealth Partners, LTD. | 36,900 | 555,000 | 4.74% | ||
| 8 | AMERIPRISE FINANCIAL INC | 31,410 | 472,000 | 4.03% | ||
| 9 | LPL Financial LLC | 30,007 | 455,000 | 3.88% | ||
| 10 | Bank of New York Mellon Corp | 17,811 | 268,000 | 2.29% | ||
| 11 | FIRST TRUST ADVISORS LP | 16,803 | 253,000 | 2.16% | ||
| 12 | WEDBUSH SECURITIES INC | 11,450 | 172,000 | 1.47% | ||
| 13 | ROYAL BANK OF CANADA | 1,900 | 29,000 | 0.25% | ||
| 14 | MUFG Americas Holdings Corp | 1,606 | 24,000 | 0.20% | ||
| 15 | Apriem Advisors | 787 | 12,000 | 0.10% | ||
| 16 | TCI Wealth Advisors, Inc. | 400 | 6,000 | 0.05% |
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.
