| # | % | |||||
|---|---|---|---|---|---|---|
| 101 | FINANCIAL STRATEGY NETWORK, LLC | 189,727 | 4,063,000 | 0.89% | ||
| 102 | SG Americas Securities, LLC | 198,367 | 4,243,000 | 0.93% | ||
| 103 | ASSET DEDICATION, LLC | 204,861 | 4,383,000 | 0.96% | ||
| 104 | IMA Advisory Services, Inc. | 206,661 | 4,420,000 | 0.97% | ||
| 105 | Carnegie Investment Counsel | 224,236 | 4,799,000 | 1.06% | ||
| 106 | NORTHWEST QUADRANT WEALTH MANAGEMENT, LLC | 230,381 | 4,930,000 | 1.08% | ||
| 107 | Linscomb Wealth, Inc. | 240,621 | 5,147,000 | 1.13% | ||
| 108 | AMERIPRISE FINANCIAL INC | 241,416 | 5,156,000 | 1.13% | ||
| 109 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 242,712 | 5,192,000 | 1.14% | ||
| 110 | FCG ADVISORS, LLC | 267,875 | 5,697,000 | 1.25% | ||
| 111 | FIRST COMMAND FINANCIAL SERVICES, INC. | 267,185 | 5,715,000 | 1.26% | ||
| 112 | FIRST COMMAND BANK | 267,185 | 5,715,000 | 1.26% | ||
| 113 | ATWOOD & PALMER INC | 285,492 | 6,107,000 | 1.34% | ||
| 114 | Cambridge Investment Research Advisors, Inc. | 376,216 | 8,047,000 | 1.77% | ||
| 115 | LPL Financial LLC | 399,934 | 8,547,000 | 1.88% | ||
| 116 | FUSION FAMILY WEALTH, LLC | 400,933 | 8,575,000 | 1.89% | SH | |
| 117 | EASTERN BANK | 493,255 | 10,551,000 | 2.32% | ||
| 118 | GM Advisory Group, LLC | 586,373 | 12,543,000 | 2.76% | ||
| 119 | WealthTrust-Arizona, LLC | 622,641 | 13,319,000 | 2.93% | ||
| 120 | UBS Group AG | 691,709 | 14,796,000 | 3.26% | ||
| 121 | Ironwood Financial, llc | 695,677 | 14,881,000 | 3.27% | ||
| 122 | HighTower Advisors, LLC | 759,269 | 16,248,000 | 3.58% | ||
| 123 | Evanston Investments, Inc., dba Evanston Advisors | 872,254 | 18,658,000 | 4.11% | ||
| 124 | Motley Fool Wealth Management, LLC | 1,126,807 | 24,102,000 | 5.30% | ||
| 125 | CAPITAL ADVISORS INC/OK | 1,377,438 | 29,463,000 | 6.48% | ||
| 126 | BANK OF AMERICA CORP /DE/ | 1,394,904 | 29,838,000 | 6.57% | ||
| 127 | MORGAN STANLEY | 1,422,693 | 30,431,000 | 6.70% | ||
| 128 | WELLS FARGO & COMPANY/MN | 1,456,712 | 31,159,000 | 6.86% | ||
| 129 | VALLEY NATIONAL ADVISERS INC | 1,492,672 | 31,928,000 | 7.03% |
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.
