| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 1,262,206 | 26,405,000 | 11.50% | ||
| 2 | Motley Fool Wealth Management, LLC | 1,188,882 | 24,871,000 | 10.83% | ||
| 3 | FINANCIAL STRATEGY NETWORK, LLC | 826,189 | 17,427,000 | 7.59% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 810,756 | 16,961,000 | 7.39% | ||
| 5 | MORGAN STANLEY | 702,288 | 14,692,000 | 6.40% | ||
| 6 | NOTTINGHAM ADVISORS, INC. | 661,008 | 13,828,000 | 6.02% | ||
| 7 | GM Advisory Group, LLC | 477,165 | 10,006,000 | 4.36% | ||
| 8 | HighTower Advisors, LLC | 431,923 | 9,034,000 | 3.93% | ||
| 9 | EASTERN BANK | 411,364 | 8,606,000 | 3.75% | ||
| 10 | UBS Group AG | 359,693 | 7,525,000 | 3.28% | ||
| 11 | FUSION FAMILY WEALTH, LLC | 320,204 | 6,734,000 | 2.93% | SH | |
| 12 | Raymond James Financial Services Advisors, Inc. | 235,313 | 4,923,000 | 2.14% | ||
| 13 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 229,056 | 4,792,000 | 2.09% | ||
| 14 | FIRST COMMAND BANK | 206,335 | 4,317,000 | 1.88% | ||
| 15 | FIRST COMMAND FINANCIAL SERVICES, INC. | 206,335 | 4,317,000 | 1.88% | ||
| 16 | VALLEY NATIONAL ADVISERS INC | 176,275 | 3,688,000 | 1.61% | ||
| 17 | NewSquare Capital LLC | 171,978 | 3,598,000 | 1.57% | ||
| 18 | Vigilant Capital Management, LLC | 167,986 | 3,514,000 | 1.53% | ||
| 19 | ASSET DEDICATION, LLC | 150,356 | 3,137,000 | 1.37% | ||
| 20 | COOKSON PEIRCE & CO INC | 148,835 | 3,114,000 | 1.36% | SH | |
| 21 | Raub Brock Capital Management LP | 140,578 | 2,941,000 | 1.28% | ||
| 22 | Carnegie Investment Counsel | 135,345 | 2,844,000 | 1.24% | ||
| 23 | JANE STREET GROUP, LLC | 123,527 | 2,584,000 | 1.13% | ||
| 24 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 121,146 | 2,534,000 | 1.10% | ||
| 25 | ROYAL BANK OF CANADA | 88,709 | 1,856,000 | 0.81% | ||
| 26 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 75,518 | 1,580,000 | 0.69% | ||
| 27 | LPL Financial LLC | 64,583 | 1,352,000 | 0.59% | ||
| 28 | CRIBSTONE CAPITAL MANAGEMENT, LLC | 58,351 | 1,226,000 | 0.53% | ||
| 29 | OLIVER LUXXE ASSETS LLC | 52,694 | 1,102,000 | 0.48% | ||
| 30 | IMA Advisory Services, Inc. | 52,289 | 1,094,000 | 0.48% | ||
| 31 | Commonwealth Equity Services, Inc | 51,126 | 1,070,000 | 0.47% | ||
| 32 | Financial Advisory Group | 48,278 | 1,010,000 | 0.44% | ||
| 33 | FCG ADVISORS, LLC | 47,230 | 988,000 | 0.43% | ||
| 34 | FDx Advisors, Inc. | 46,154 | 966,000 | 0.42% | ||
| 35 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 41,668 | 872,000 | 0.38% | ||
| 36 | Courage Miller Partners, LLC | 38,859 | 813,000 | 0.35% | ||
| 37 | Linscomb Wealth, Inc. | 38,842 | 813,000 | 0.35% | ||
| 38 | PACIFIC WEALTH STRATEGIES GROUP, INC. | 37,851 | 792,000 | 0.34% | ||
| 39 | BAIRD FINANCIAL GROUP, INC. | 37,106 | 776,000 | 0.34% | ||
| 40 | Mirador Capital Partners LP | 37,010 | 774,000 | 0.34% | ||
| 41 | Community Bank, N.A. | 36,395 | 761,000 | 0.33% | ||
| 42 | WOLVERINE TRADING LP /BD | 33,821 | 708,000 | 0.31% | ||
| 43 | RAYMOND JAMES & ASSOCIATES | 31,936 | 668,000 | 0.29% | ||
| 44 | AMERIPRISE FINANCIAL INC | 30,866 | 646,000 | 0.28% | ||
| 45 | Cambridge Investment Research Advisors, Inc. | 28,055 | 587,000 | 0.26% | ||
| 46 | LINCOLN NATIONAL CORP | 27,343 | 572,000 | 0.25% | ||
| 47 | CMH WEALTH MANAGEMENT LLC | 27,110 | 570,000 | 0.25% | ||
| 48 | MSI Financial Services Inc | 27,240 | 570,000 | 0.25% | ||
| 49 | STIFEL FINANCIAL CORP | 23,450 | 488,000 | 0.21% | ||
| 50 | CITADEL ADVISORS LLC | 20,537 | 430,000 | 0.19% |
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.
