| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 65,473 | 3,291,000 | 33.80% | ||
| 2 | STEPHENS INC /AR/ | 28,760 | 1,445,000 | 14.84% | ||
| 3 | ROYAL BANK OF CANADA | 27,319 | 1,373,000 | 14.10% | ||
| 4 | SCOTIA CAPITAL INC. | 16,275 | 818,000 | 8.40% | ||
| 5 | MORGAN STANLEY | 14,343 | 721,000 | 7.40% | ||
| 6 | LPL Financial LLC | 10,799 | 544,000 | 5.59% | ||
| 7 | JPMORGAN CHASE & CO | 10,320 | 519,000 | 5.33% | ||
| 8 | SignalPoint Asset Management, LLC | 9,975 | 501,000 | 5.14% | ||
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7,045 | 354,000 | 3.64% | ||
| 10 | BANK OF MONTREAL /CAN/ | 3,225 | 162,000 | 1.66% | ||
| 11 | WFG Advisors, LP | 200 | 10,000 | 0.10% |
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.
