| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 92,519 | 9,622,000 | 31.54% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 65,347 | 6,796,000 | 22.28% | ||
| 3 | Gateway Advisory, LLC | 41,745 | 4,341,000 | 14.23% | ||
| 4 | AMERIPRISE FINANCIAL INC | 40,455 | 4,207,000 | 13.79% | ||
| 5 | UBS AG | 18,273 | 1,900,000 | 6.23% | ||
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14,866 | 1,546,000 | 5.07% | ||
| 7 | Mariner, LLC | 9,058 | 942,000 | 3.09% | ||
| 8 | ROYAL BANK OF CANADA | 5,145 | 535,000 | 1.75% | ||
| 9 | First Allied Advisory Services, Inc. | 3,247 | 337,000 | 1.10% | ||
| 10 | Parasol Investment Management, LLC | 1,385 | 144,000 | 0.47% | ||
| 11 | Winfield Associates, Inc. | 1,100 | 114,000 | 0.37% | ||
| 12 | COMMUNITY FINANCIAL SYSTEM, INC. | 225 | 23,000 | 0.08% |
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.
