| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 300,004 | 14,196,000 | 36.46% | ||
| 2 | REGAL WEALTH GROUP, INC. | 175,609 | 8,312,000 | 21.35% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 106,428 | 5,037,000 | 12.94% | ||
| 4 | MORGAN STANLEY | 72,114 | 3,413,000 | 8.76% | ||
| 5 | LPL Financial LLC | 35,149 | 1,677,000 | 4.31% | ||
| 6 | Raymond James Financial Services Advisors, Inc. | 29,377 | 1,390,000 | 3.57% | ||
| 7 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 21,415 | 1,013,000 | 2.60% | ||
| 8 | GOLDMAN SACHS GROUP INC | 15,690 | 743,000 | 1.91% | ||
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15,123 | 716,000 | 1.84% | ||
| 10 | NORWAY SAVINGS BANK | 14,413 | 682,000 | 1.75% | ||
| 11 | UBS Group AG | 11,595 | 548,000 | 1.41% | ||
| 12 | WELLS FARGO & COMPANY/MN | 9,956 | 471,000 | 1.21% | ||
| 13 | First Heartland Consultants, Inc. | 9,603 | 455,000 | 1.17% | ||
| 14 | MSI Financial Services Inc | 5,393 | 255,000 | 0.65% | ||
| 15 | ROYAL BANK OF CANADA | 670 | 32,000 | 0.08% | ||
| 16 | Parallax Volatility Advisers, L.P. | 1 | 0 | 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.
