| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 90 | 2,000 | 0.02% | ||
| 2 | ENVESTNET ASSET MANAGEMENT INC | 4,043 | 104,000 | 1.07% | ||
| 3 | CWM, LLC | 11,543 | 297,000 | 3.04% | ||
| 4 | Cambridge Investment Research Advisors, Inc. | 15,214 | 392,000 | 4.01% | ||
| 5 | MORGAN STANLEY | 37,508 | 966,000 | 9.89% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 68,978 | 1,777,000 | 18.20% | ||
| 7 | Gateway Advisory, LLC | 240,436 | 6,227,000 | 63.77% |
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.
