| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 74,564 | 1,249,000 | 32.46% | ||
| 2 | LPL Financial LLC | 45,269 | 759,000 | 19.72% | ||
| 3 | MSI Financial Services Inc | 22,504 | 377,000 | 9.80% | ||
| 4 | WELLS FARGO & COMPANY/MN | 20,068 | 336,000 | 8.73% | ||
| 5 | NATIONAL PLANNING CORP | 16,600 | 256,000 | 6.65% | ||
| 6 | ADVISOR GROUP, INC. | 15,208 | 255,000 | 6.63% | ||
| 7 | BBVA USA Bancshares, Inc. | 11,667 | 195,000 | 5.07% | ||
| 8 | BANK OF AMERICA CORP /DE/ | 8,602 | 144,000 | 3.74% | ||
| 9 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 5,000 | 84,000 | 2.18% | ||
| 10 | UBS Group AG | 3,773 | 63,000 | 1.64% | ||
| 11 | ROYAL BANK OF CANADA | 2,785 | 47,000 | 1.22% | ||
| 12 | TCI Wealth Advisors, Inc. | 2,000 | 34,000 | 0.88% | ||
| 13 | Orion Porfolio Solutions, LLC | 2,000 | 34,000 | 0.88% | ||
| 14 | Tower Research Capital LLC (TRC) | 565 | 9,000 | 0.23% | ||
| 15 | Apriem Advisors | 330 | 6,000 | 0.16% |
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.
