| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WESPAC ADVISORS SOCAL, LLC | 990 | 11,078 | 0.05% | ||
| 2 | CWM, LLC | 1,086 | 12,000 | 0.05% | ||
| 3 | D.A. DAVIDSON & CO. | 1,227 | 13,000 | 0.06% | ||
| 4 | Creative Planning | 1,400 | 16,000 | 0.07% | ||
| 5 | US BANCORP \DE\ | 2,293 | 26,000 | 0.12% | ||
| 6 | DEUTSCHE BANK AG\ | 4,000 | 44,000 | 0.20% | ||
| 7 | Gemmer Asset Management LLC | 4,688 | 52,000 | 0.24% | ||
| 8 | WHITTIER TRUST CO | 4,800 | 54,000 | 0.25% | ||
| 9 | BOSTON ADVISORS LLC | 10,000 | 112,000 | 0.51% | ||
| 10 | Paragon Capital Management Ltd | 10,000 | 112,000 | 0.51% | ||
| 11 | Efficient Market Advisors, LLC | 11,250 | 126,000 | 0.58% | ||
| 12 | RAYMOND JAMES & ASSOCIATES | 12,053 | 135,000 | 0.62% | ||
| 13 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 17,645 | 197,000 | 0.90% | ||
| 14 | Montecito Bank & Trust | 17,975 | 201,000 | 0.92% | ||
| 15 | ROYAL BANK OF CANADA | 28,258 | 316,000 | 1.45% | ||
| 16 | IFP ADVISORS, INC | 31,445 | 352,000 | 1.61% | ||
| 17 | Raymond James Financial Services Advisors, Inc. | 41,166 | 461,000 | 2.11% | ||
| 18 | BANK OF AMERICA CORP /DE/ | 42,482 | 475,000 | 2.17% | ||
| 19 | Cetera Advisor Networks LLC | 48,305 | 540,000 | 2.47% | ||
| 20 | LPL Financial LLC | 96,758 | 1,086,000 | 4.97% | ||
| 21 | Invesco Ltd. | 116,443 | 1,303,000 | 5.96% | ||
| 22 | WELLS FARGO & COMPANY/MN | 133,014 | 1,489,000 | 6.81% | ||
| 23 | FIRST FOUNDATION ADVISORS | 281,400 | 3,149,000 | 14.41% | ||
| 24 | MORGAN STANLEY | 322,926 | 3,614,000 | 16.54% | ||
| 25 | UBS Group AG | 343,771 | 3,847,000 | 17.60% | ||
| 26 | GUGGENHEIM CAPITAL LLC | 367,280 | 4,110,000 | 18.81% |
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.
