| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 181,648 | 4,823,000 | 24.02% | ||
| 2 | Linscomb Wealth, Inc. | 137,563 | 3,652,000 | 18.19% | ||
| 3 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 95,261 | 2,529,000 | 12.60% | ||
| 4 | ENVESTNET ASSET MANAGEMENT INC | 93,312 | 2,477,000 | 12.34% | ||
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 69,323 | 1,841,000 | 9.17% | ||
| 6 | ROYAL BANK OF CANADA | 42,747 | 1,135,000 | 5.65% | ||
| 7 | GUGGENHEIM CAPITAL LLC | 24,612 | 653,000 | 3.25% | ||
| 8 | Gradient Investments LLC | 23,570 | 626,000 | 3.12% | ||
| 9 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 23,130 | 614,000 | 3.06% | ||
| 10 | HighTower Advisors, LLC | 18,483 | 491,000 | 2.45% | ||
| 11 | Madden Advisory Services, Inc. | 15,140 | 402,000 | 2.00% | ||
| 12 | MORGAN STANLEY | 10,575 | 281,000 | 1.40% | ||
| 13 | Concert Wealth Management Inc. | 9,657 | 253,000 | 1.26% | ||
| 14 | AMERIPRISE FINANCIAL INC | 4,835 | 128,000 | 0.64% | ||
| 15 | UBS AG | 3,797 | 101,000 | 0.50% | ||
| 16 | PRIVATE TRUST CO NA | 1,000 | 27,000 | 0.13% | ||
| 17 | Parasol Investment Management, LLC | 980 | 26,000 | 0.13% | ||
| 18 | WELLS FARGO & COMPANY/MN | 590 | 16,000 | 0.08% |
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.
