| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 1,204,958 | 25,569,000 | 9.23% | ||
| 2 | Motley Fool Wealth Management, LLC | 1,065,965 | 22,620,000 | 8.17% | ||
| 3 | WELLS FARGO & COMPANY/MN | 1,032,953 | 21,919,000 | 7.92% | ||
| 4 | HighTower Advisors, LLC | 913,450 | 19,361,000 | 6.99% | ||
| 5 | Evanston Investments, Inc., dba Evanston Advisors | 700,118 | 14,857,000 | 5.37% | ||
| 6 | MORGAN STANLEY | 698,099 | 14,814,000 | 5.35% | ||
| 7 | GM Advisory Group, LLC | 530,838 | 11,257,000 | 4.07% | ||
| 8 | Financial Advisory Group | 514,473 | 10,917,000 | 3.94% | ||
| 9 | UBS Group AG | 485,919 | 10,311,000 | 3.72% | ||
| 10 | EASTERN BANK | 401,453 | 8,519,000 | 3.08% | ||
| 11 | Ironwood Financial, llc | 353,929 | 7,510,000 | 2.71% | ||
| 12 | STIFEL FINANCIAL CORP | 248,728 | 5,278,000 | 1.91% | ||
| 13 | Linscomb Wealth, Inc. | 231,122 | 4,904,000 | 1.77% | ||
| 14 | Carnegie Investment Counsel | 230,513 | 4,891,000 | 1.77% | ||
| 15 | LPL Financial LLC | 225,615 | 4,785,000 | 1.73% | ||
| 16 | ATWOOD & PALMER INC | 192,127 | 4,077,000 | 1.47% | ||
| 17 | JANE STREET GROUP, LLC | 184,490 | 3,915,000 | 1.41% | ||
| 18 | Raymond James Financial Services Advisors, Inc. | 182,759 | 3,878,000 | 1.40% | ||
| 19 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 172,515 | 3,661,000 | 1.32% | ||
| 20 | Raub Brock Capital Management LP | 157,420 | 3,340,000 | 1.21% | ||
| 21 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 154,264 | 3,273,000 | 1.18% | ||
| 22 | FCG ADVISORS, LLC | 137,407 | 2,916,000 | 1.05% | ||
| 23 | Vigilant Capital Management, LLC | 136,552 | 2,898,000 | 1.05% | ||
| 24 | RPG FAMILY WEALTH ADVISORY, LLC | 129,155 | 2,740,669 | 0.99% | ||
| 25 | Confluence Wealth Management LLC | 124,103 | 2,633,000 | 0.95% | ||
| 26 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 121,824 | 2,585,000 | 0.93% | ||
| 27 | Advisors Preferred, LLC | 115,800 | 2,457,000 | 0.89% | ||
| 28 | COOKSON PEIRCE & CO INC | 115,660 | 2,454,000 | 0.89% | SH | |
| 29 | IMA Advisory Services, Inc. | 115,431 | 2,415,000 | 0.87% | SH | |
| 30 | AMERIPRISE FINANCIAL INC | 106,880 | 2,285,000 | 0.83% | ||
| 31 | Legacy Private Trust Co. | 101,078 | 2,145,000 | 0.77% | ||
| 32 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 89,611 | 1,902,000 | 0.69% | ||
| 33 | Commonwealth Equity Services, Inc | 88,465 | 1,877,000 | 0.68% | ||
| 34 | BAIRD FINANCIAL GROUP, INC. | 86,313 | 1,832,000 | 0.66% | ||
| 35 | Lowe Wealth Advisors, LLC | 85,562 | 1,816,000 | 0.66% | ||
| 36 | Freedom Investment Management, Inc. | 80,459 | 1,707,000 | 0.62% | ||
| 37 | LINCOLN NATIONAL CORP | 76,557 | 1,625,000 | 0.59% | ||
| 38 | ASSET DEDICATION, LLC | 75,769 | 1,608,000 | 0.58% | ||
| 39 | Gradient Investments LLC | 69,944 | 1,484,000 | 0.54% | ||
| 40 | Ashfield Capital Partners, LLC | 67,504 | 1,432,000 | 0.52% | ||
| 41 | NOTTINGHAM ADVISORS, INC. | 65,856 | 1,374,000 | 0.50% | ||
| 42 | DAVENPORT & Co LLC | 63,646 | 1,350,568 | 0.49% | ||
| 43 | Bluefin Trading, LLC | 61,674 | 1,309,000 | 0.47% | ||
| 44 | PARK NATIONAL CORP /OH/ | 60,818 | 1,291,000 | 0.47% | ||
| 45 | IFP ADVISORS, INC | 53,976 | 1,145,000 | 0.41% | ||
| 46 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 53,897 | 1,144,000 | 0.41% | ||
| 47 | VALLEY NATIONAL ADVISERS INC | 52,579 | 1,116,000 | 0.40% | ||
| 48 | AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 47,941 | 1,017,000 | 0.37% | ||
| 49 | Leisure Capital Management | 45,800 | 972,000 | 0.35% | ||
| 50 | Atria Investments, Inc | 42,675 | 906,000 | 0.33% |
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.
