| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 469,854 | 11,962,000 | 59.31% | ||
| 2 | Cambridge Investment Research Advisors, Inc. | 96,911 | 2,467,000 | 12.23% | ||
| 3 | GOLDMAN SACHS GROUP INC | 50,646 | 1,289,000 | 6.39% | ||
| 4 | Raymond James Financial Services Advisors, Inc. | 48,808 | 1,243,000 | 6.16% | ||
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 43,596 | 1,110,000 | 5.50% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 39,522 | 1,006,000 | 4.99% | ||
| 7 | WELLS FARGO & COMPANY/MN | 15,377 | 391,000 | 1.94% | ||
| 8 | CAPSTONE ASSET MANAGEMENT CO | 10,975 | 279,000 | 1.38% | ||
| 9 | JANE STREET GROUP, LLC | 9,560 | 243,000 | 1.20% | ||
| 10 | UBS AG | 3,100 | 79,000 | 0.39% | ||
| 11 | CITIGROUP INC | 1,395 | 36,000 | 0.18% | ||
| 12 | BENJAMIN F. EDWARDS & COMPANY, INC. | 900 | 23,000 | 0.11% | ||
| 13 | Creative Planning | 662 | 17,000 | 0.08% | ||
| 14 | Ground Swell Capital, LLC | 600 | 15,000 | 0.07% | ||
| 15 | ROYAL BANK OF CANADA | 215 | 5,000 | 0.02% | ||
| 16 | NEXT Financial Group, Inc | 75 | 2,000 | 0.01% |
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.
