| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1,248,432 | 23,807,000 | 62.61% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 226,669 | 4,323,000 | 11.37% | ||
| 3 | MURPHY CAPITAL MANAGEMENT INC | 129,094 | 2,461,000 | 6.47% | ||
| 4 | ACG Wealth | 113,749 | 2,169,000 | 5.70% | ||
| 5 | JANE STREET GROUP, LLC | 68,298 | 1,302,000 | 3.42% | ||
| 6 | WELLS FARGO & COMPANY/MN | 33,793 | 644,000 | 1.69% | ||
| 7 | STIFEL FINANCIAL CORP | 33,246 | 634,000 | 1.67% | ||
| 8 | CITIGROUP INC | 31,250 | 596,000 | 1.57% | ||
| 9 | ROYAL BANK OF CANADA | 23,000 | 439,000 | 1.15% | ||
| 10 | Dorsey & Whitney Trust CO LLC | 18,932 | 361,000 | 0.95% | ||
| 11 | WEDBUSH SECURITIES INC | 16,435 | 313,000 | 0.82% | ||
| 12 | USCA RIA LLC | 14,000 | 267,000 | 0.70% | ||
| 13 | BANCORPSOUTH INC | 10,000 | 191,000 | 0.50% | ||
| 14 | UBS AG | 7,300 | 139,000 | 0.37% | ||
| 15 | TORTOISE CAPITAL ADVISORS, L.L.C. | 5,000 | 95,000 | 0.25% | ||
| 16 | B. Riley Wealth Advisors, Inc. | 4,065 | 78,000 | 0.21% | ||
| 17 | AMERIPRISE FINANCIAL INC | 2,170 | 41,000 | 0.11% | ||
| 18 | THOMPSON DAVIS & CO., INC. | 2,000 | 38,000 | 0.10% | ||
| 19 | Whitnell & Co. | 1,600 | 31,000 | 0.08% | ||
| 20 | BARCLAYS PLC | 1,589 | 30,000 | 0.08% | ||
| 21 | Tower Research Capital LLC (TRC) | 1,486 | 28,000 | 0.07% | ||
| 22 | WHITTIER TRUST CO | 1,000 | 19,000 | 0.05% | ||
| 23 | Paradigm Financial Advisors, LLC | 914 | 17,000 | 0.04% |
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.
