| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 123,097 | 3,077,000 | 27.63% | ||
| 2 | Linscomb Wealth, Inc. | 103,426 | 2,586,000 | 23.22% | ||
| 3 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 81,461 | 2,037,000 | 18.29% | ||
| 4 | JANE STREET GROUP, LLC | 38,805 | 970,000 | 8.71% | ||
| 5 | HighTower Advisors, LLC | 18,162 | 454,000 | 4.08% | ||
| 6 | Madden Advisory Services, Inc. | 15,130 | 378,000 | 3.39% | ||
| 7 | MORGAN STANLEY | 13,936 | 348,000 | 3.12% | ||
| 8 | WELLS FARGO & COMPANY/MN | 13,719 | 343,000 | 3.08% | ||
| 9 | UBS Group AG | 10,235 | 256,000 | 2.30% | ||
| 10 | Gradient Investments LLC | 9,270 | 232,000 | 2.08% | ||
| 11 | Commonwealth Equity Services, Inc | 8,290 | 207,000 | 1.86% | ||
| 12 | ROYAL BANK OF CANADA | 7,851 | 196,000 | 1.76% | ||
| 13 | Stratos Wealth Partners, LTD. | 1,915 | 47,875 | 0.43% | ||
| 14 | Crosspoint Capital Strategies, LLC | 215 | 5,000 | 0.04% | ||
| 15 | Parallax Volatility Advisers, L.P. | 1 | 0 | 0.00% |
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.
