| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 1,265,999 | 27,130,000 | 9.11% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 1,193,345 | 25,573,000 | 8.59% | ||
| 3 | Motley Fool Wealth Management, LLC | 1,108,612 | 23,758,000 | 7.98% | ||
| 4 | MORGAN STANLEY | 994,065 | 21,303,000 | 7.16% | ||
| 5 | Evanston Investments, Inc., dba Evanston Advisors | 716,255 | 15,349,000 | 5.16% | ||
| 6 | UBS Group AG | 559,786 | 11,996,000 | 4.03% | ||
| 7 | GM Advisory Group, LLC | 545,128 | 11,682,000 | 3.92% | ||
| 8 | Financial Advisory Group | 512,506 | 10,983,000 | 3.69% | ||
| 9 | EASTERN BANK | 419,379 | 8,987,000 | 3.02% | ||
| 10 | Ironwood Financial, llc | 403,449 | 8,646,000 | 2.90% | ||
| 11 | HighTower Advisors, LLC | 379,749 | 8,138,000 | 2.73% | ||
| 12 | STIFEL FINANCIAL CORP | 260,609 | 5,585,000 | 1.88% | ||
| 13 | RPG FAMILY WEALTH ADVISORY, LLC | 258,146 | 5,526,905 | 1.86% | ||
| 14 | Carnegie Investment Counsel | 246,737 | 5,283,000 | 1.77% | ||
| 15 | Linscomb Wealth, Inc. | 215,768 | 4,624,000 | 1.55% | ||
| 16 | ATWOOD & PALMER INC | 196,656 | 4,214,000 | 1.42% | ||
| 17 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 172,880 | 3,630,000 | 1.22% | ||
| 18 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 169,162 | 3,625,000 | 1.22% | ||
| 19 | FCG ADVISORS, LLC | 161,912 | 3,470,000 | 1.17% | ||
| 20 | FCA CORP /TX | 160,406 | 3,438,000 | 1.16% | ||
| 21 | Raub Brock Capital Management LP | 157,390 | 3,373,000 | 1.13% | ||
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 156,090 | 3,345,000 | 1.12% | ||
| 23 | Vigilant Capital Management, LLC | 149,317 | 3,200,000 | 1.08% | ||
| 24 | Gradient Investments LLC | 147,066 | 3,152,000 | 1.06% | ||
| 25 | Raymond James Financial Services Advisors, Inc. | 131,003 | 2,807,000 | 0.94% | ||
| 26 | DAVENPORT & Co LLC | 130,081 | 2,787,636 | 0.94% | ||
| 27 | AMERIPRISE FINANCIAL INC | 128,056 | 2,745,000 | 0.92% | ||
| 28 | COOKSON PEIRCE & CO INC | 123,729 | 2,652,000 | 0.89% | SH | |
| 29 | Confluence Wealth Management LLC | 120,444 | 2,581,000 | 0.87% | ||
| 30 | IMA Advisory Services, Inc. | 118,438 | 2,514,000 | 0.84% | ||
| 31 | LPL Financial LLC | 115,145 | 2,469,000 | 0.83% | ||
| 32 | Commonwealth Equity Services, Inc | 112,438 | 2,410,000 | 0.81% | ||
| 33 | Advisors Preferred, LLC | 110,830 | 2,375,000 | 0.80% | ||
| 34 | Legacy Private Trust Co. | 110,160 | 2,361,000 | 0.79% | ||
| 35 | CITADEL ADVISORS LLC | 109,818 | 2,353,000 | 0.79% | ||
| 36 | LINCOLN NATIONAL CORP | 98,111 | 2,103,000 | 0.71% | ||
| 37 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 91,891 | 1,969,000 | 0.66% | ||
| 38 | Lowe Wealth Advisors, LLC | 89,319 | 1,914,000 | 0.64% | ||
| 39 | Cambridge Investment Research Advisors, Inc. | 86,637 | 1,857,000 | 0.62% | ||
| 40 | Freedom Investment Management, Inc. | 81,905 | 1,755,000 | 0.59% | ||
| 41 | BAIRD FINANCIAL GROUP, INC. | 80,720 | 1,730,000 | 0.58% | ||
| 42 | ASSET DEDICATION, LLC | 74,940 | 1,585,000 | 0.53% | ||
| 43 | IFP ADVISORS, INC | 73,611 | 1,577,000 | 0.53% | ||
| 44 | VALLEY NATIONAL ADVISERS INC | 70,882 | 1,519,000 | 0.51% | ||
| 45 | NOTTINGHAM ADVISORS, INC. | 68,843 | 1,475,000 | 0.50% | ||
| 46 | Ashfield Capital Partners, LLC | 67,539 | 1,447,000 | 0.49% | ||
| 47 | PARK NATIONAL CORP /OH/ | 64,043 | 1,372,000 | 0.46% | ||
| 48 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 57,400 | 1,230,000 | 0.41% | ||
| 49 | WOLVERINE TRADING LP /BD | 49,896 | 1,068,273 | 0.36% | ||
| 50 | Leisure Capital Management | 49,849 | 1,068,000 | 0.36% |
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.
