| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 388,505 | 3,982,000 | 16.16% | ||
| 2 | LPL Financial LLC | 340,341 | 3,488,000 | 14.15% | ||
| 3 | UBS Group AG | 314,416 | 3,223,000 | 13.08% | ||
| 4 | GUGGENHEIM CAPITAL LLC | 289,911 | 2,972,000 | 12.06% | ||
| 5 | FIRST FOUNDATION ADVISORS | 220,635 | 2,262,000 | 9.18% | ||
| 6 | Invesco Ltd. | 192,786 | 1,976,000 | 8.02% | ||
| 7 | WELLS FARGO & COMPANY/MN | 124,835 | 1,279,000 | 5.19% | ||
| 8 | Cetera Advisor Networks LLC | 53,796 | 553,000 | 2.24% | ||
| 9 | IFP ADVISORS, INC | 53,037 | 544,000 | 2.21% | ||
| 10 | Raymond James Financial Services Advisors, Inc. | 40,885 | 419,000 | 1.70% | ||
| 11 | ROYAL BANK OF CANADA | 34,265 | 351,000 | 1.42% | ||
| 12 | Commonwealth Equity Services, Inc | 32,809 | 336,000 | 1.36% | ||
| 13 | BANK OF AMERICA CORP /DE/ | 31,699 | 325,000 | 1.32% | ||
| 14 | DOLIVER ADVISORS, LP | 31,317 | 321,000 | 1.30% | ||
| 15 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 30,595 | 314,000 | 1.27% | ||
| 16 | SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 29,550 | 303,000 | 1.23% | PRN | |
| 17 | Stratos Wealth Partners, LTD. | 29,600 | 303,000 | 1.23% | ||
| 18 | LAUREL WEALTH ADVISORS, INC. | 26,643 | 273,000 | 1.11% | ||
| 19 | WEDBUSH SECURITIES INC | 24,429 | 250,000 | 1.01% | ||
| 20 | SG Americas Securities, LLC | 16,050 | 165,000 | 0.67% | ||
| 21 | RAYMOND JAMES & ASSOCIATES | 14,933 | 153,000 | 0.62% | ||
| 22 | GIRARD SECURITIES, INC. | 12,119 | 125,000 | 0.51% | ||
| 23 | FIRST TRUST ADVISORS LP | 11,712 | 120,000 | 0.49% | ||
| 24 | CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 11,250 | 115,000 | 0.47% | ||
| 25 | Paragon Capital Management Ltd | 10,000 | 103,000 | 0.42% | ||
| 26 | BOSTON ADVISORS LLC | 10,000 | 102,000 | 0.41% | ||
| 27 | PARALLEL ADVISORS, LLC | 6,000 | 62,000 | 0.25% | ||
| 28 | D.A. DAVIDSON & CO. | 4,977 | 51,000 | 0.21% | ||
| 29 | WHITTIER TRUST CO | 4,800 | 49,000 | 0.20% | ||
| 30 | Gemmer Asset Management LLC | 4,688 | 48,000 | 0.19% | ||
| 31 | GLOBAL RETIREMENT PARTNERS, LLC | 4,035 | 41,000 | 0.17% | ||
| 32 | Creative Planning | 2,293 | 24,000 | 0.10% | ||
| 33 | WESPAC ADVISORS SOCAL, LLC | 990 | 10,000 | 0.04% | ||
| 34 | US BANCORP \DE\ | 500 | 5,000 | 0.02% |
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.
