| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 224,342 | 3,401,000 | 27.09% | ||
| 2 | MORGAN STANLEY | 159,433 | 2,417,000 | 19.25% | ||
| 3 | UBS Group AG | 133,231 | 2,020,000 | 16.09% | ||
| 4 | AMERIPRISE FINANCIAL INC | 86,306 | 1,308,000 | 10.42% | ||
| 5 | WELLS FARGO & COMPANY/MN | 44,226 | 670,000 | 5.34% | ||
| 6 | Roundview Capital LLC | 41,500 | 629,000 | 5.01% | ||
| 7 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 39,400 | 597,000 | 4.76% | ||
| 8 | Stratos Wealth Partners, LTD. | 37,650 | 571,000 | 4.55% | ||
| 9 | LPL Financial LLC | 29,607 | 446,000 | 3.55% | ||
| 10 | Bank of New York Mellon Corp | 17,818 | 270,000 | 2.15% | ||
| 11 | WEDBUSH SECURITIES INC | 10,550 | 160,000 | 1.27% | ||
| 12 | ROYAL BANK OF CANADA | 1,900 | 29,000 | 0.23% | ||
| 13 | MUFG Americas Holdings Corp | 1,612 | 24,000 | 0.19% | ||
| 14 | Apriem Advisors | 787 | 12,000 | 0.10% |
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.
