| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 394,870 | 4,430,000 | 24.49% | ||
| 2 | GUGGENHEIM CAPITAL LLC | 305,311 | 3,427,000 | 18.95% | ||
| 3 | Epoch Investment Partners, Inc. | 300,704 | 3,374,000 | 18.65% | ||
| 4 | LPL Financial LLC | 125,595 | 1,409,000 | 7.79% | ||
| 5 | B. Riley Wealth Advisors, Inc. | 15,264 | 1,378,000 | 7.62% | ||
| 6 | DOLIVER ADVISORS, LP | 67,069 | 752,000 | 4.16% | ||
| 7 | BANK OF AMERICA CORP /DE/ | 47,117 | 529,000 | 2.92% | ||
| 8 | UBS Group AG | 39,904 | 448,000 | 2.48% | ||
| 9 | Cetera Advisor Networks LLC | 31,001 | 349,000 | 1.93% | ||
| 10 | TFS CAPITAL LLC | 30,865 | 346,000 | 1.91% | ||
| 11 | Investors Capital Advisory Services | 29,994 | 336,000 | 1.86% | ||
| 12 | Virtu KCG Holdings LLC | 28,191 | 316,000 | 1.75% | ||
| 13 | Cambridge Investment Research Advisors, Inc. | 18,239 | 205,000 | 1.13% | ||
| 14 | OPPENHEIMER & CO INC | 15,350 | 172,000 | 0.95% | ||
| 15 | Commonwealth Equity Services, Inc | 12,963 | 145,000 | 0.80% | ||
| 16 | ROYAL BANK OF CANADA | 12,617 | 142,000 | 0.79% | ||
| 17 | DEUTSCHE BANK AG\ | 7,368 | 82,000 | 0.45% | ||
| 18 | NATIONAL PLANNING CORP | 5,700 | 62,529 | 0.35% | ||
| 19 | BENJAMIN F. EDWARDS & COMPANY, INC. | 4,750 | 53,000 | 0.29% | ||
| 20 | WELLS FARGO & COMPANY/MN | 4,135 | 46,000 | 0.25% | ||
| 21 | Creative Planning | 2,800 | 31,000 | 0.17% | ||
| 22 | NEXT Financial Group, Inc | 2,000 | 22,000 | 0.12% | ||
| 23 | WFG Advisors, LP | 1,225 | 14,000 | 0.08% | ||
| 24 | PNC FINANCIAL SERVICES GROUP, INC. | 1,000 | 12,000 | 0.07% | ||
| 25 | Pinnacle Summer Investments, Inc. | 625 | 7,000 | 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.
