| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 2,481,617 | 25,884,000 | 39.04% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 2,156,253 | 22,490,000 | 33.92% | ||
| 3 | UBS Group AG | 368,845 | 3,847,000 | 5.80% | ||
| 4 | Advisors Asset Management, Inc. | 282,487 | 2,946,000 | 4.44% | ||
| 5 | GUGGENHEIM CAPITAL LLC | 189,218 | 1,973,000 | 2.98% | ||
| 6 | WELLS FARGO & COMPANY/MN | 155,631 | 1,623,000 | 2.45% | ||
| 7 | ROYAL BANK OF CANADA | 98,832 | 1,031,000 | 1.55% | ||
| 8 | POINTE CAPITAL MANAGEMENT LLC | 70,680 | 737,000 | 1.11% | ||
| 9 | HighTower Advisors, LLC | 68,064 | 708,000 | 1.07% | ||
| 10 | TERRIL BROTHERS, INC. | 66,804 | 697,000 | 1.05% | ||
| 11 | LPL Financial LLC | 60,043 | 686,000 | 1.03% | ||
| 12 | FAS Wealth Partners, Inc. | 49,470 | 516,000 | 0.78% | ||
| 13 | Whitnell & Co. | 47,472 | 495,000 | 0.75% | ||
| 14 | Jacobus Wealth Management, Inc. | 46,555 | 486,000 | 0.73% | ||
| 15 | Edge Wealth Management LLC | 44,770 | 451,000 | 0.68% | ||
| 16 | CITIGROUP INC | 39,976 | 417,000 | 0.63% | ||
| 17 | DEUTSCHE BANK AG\ | 22,319 | 232,000 | 0.35% | ||
| 18 | BANCORPSOUTH INC | 17,500 | 183,000 | 0.28% | ||
| 19 | Dorsey & Whitney Trust CO LLC | 13,030 | 136,000 | 0.21% | ||
| 20 | Virtu KCG Holdings LLC | 12,316 | 128,000 | 0.19% | ||
| 21 | WEDBUSH SECURITIES INC | 11,672 | 122,000 | 0.18% | ||
| 22 | BB&T SECURITIES, LLC | 11,615 | 121,000 | 0.18% | ||
| 23 | DOLIVER ADVISORS, LP | 11,270 | 118,000 | 0.18% | ||
| 24 | MSI Financial Services Inc | 8,098 | 84,000 | 0.13% | ||
| 25 | WHITTIER TRUST CO | 5,000 | 52,000 | 0.08% | ||
| 26 | MassMutual Private Wealth & Trust, FSB | 2,000 | 43,480 | 0.07% | ||
| 27 | INTEGRATED WEALTH MANAGEMENT | 2,300 | 24,000 | 0.04% | ||
| 28 | PNC FINANCIAL SERVICES GROUP, INC. | 2,200 | 22,000 | 0.03% | ||
| 29 | THOMPSON DAVIS & CO., INC. | 2,000 | 21,000 | 0.03% | ||
| 30 | D.A. DAVIDSON & CO. | 1,250 | 13,000 | 0.02% | ||
| 31 | Ledyard National Bank | 1,000 | 10,000 | 0.02% | ||
| 32 | AMERICAN INTERNATIONAL GROUP, INC. | 370 | 4,000 | 0.01% | ||
| 33 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 200 | 2,000 | 0.00% | ||
| 34 | CITY HOLDING CO | 100 | 1,000 | 0.00% |
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.
