| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 28,717 | 531,000 | 20.12% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 26,684 | 497,000 | 18.83% | ||
| 3 | MORGAN STANLEY | 24,780 | 462,000 | 17.51% | ||
| 4 | Evanson Asset Management, LLC | 18,300 | 341,000 | 12.92% | ||
| 5 | Cetera Advisor Networks LLC | 16,504 | 307,000 | 11.63% | ||
| 6 | GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT | 10,400 | 193,000 | 7.31% | ||
| 7 | WELLS FARGO & COMPANY/MN | 7,200 | 134,000 | 5.08% | ||
| 8 | UBS Group AG | 2,949 | 55,000 | 2.08% | ||
| 9 | IFP ADVISORS, INC | 1,735 | 32,000 | 1.21% | ||
| 10 | Tortoise Investment Management, LLC | 1,637 | 30,000 | 1.14% | ||
| 11 | CITIGROUP INC | 1,516 | 28,000 | 1.06% | ||
| 12 | Tower Research Capital LLC (TRC) | 558 | 10,000 | 0.38% | ||
| 13 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 500 | 9,000 | 0.34% | ||
| 14 | D.A. DAVIDSON & CO. | 350 | 6,000 | 0.23% | ||
| 15 | ROYAL BANK OF CANADA | 227 | 4,000 | 0.15% |
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.
