| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Advisors Asset Management, Inc. | 323,727 | 4,348,000 | 19.58% | ||
| 2 | Invesco Ltd. | 301,811 | 4,056,000 | 18.26% | ||
| 3 | GUGGENHEIM CAPITAL LLC | 243,625 | 3,271,000 | 14.73% | ||
| 4 | CIBC Private Wealth Group LLC | 157,971 | 2,123,000 | 9.56% | ||
| 5 | MORGAN STANLEY | 151,787 | 2,040,000 | 9.18% | ||
| 6 | LPL Financial LLC | 109,964 | 1,490,000 | 6.71% | ||
| 7 | HighVista Strategies LLC | 110,509 | 1,485,000 | 6.69% | ||
| 8 | WELLS FARGO & COMPANY/MN | 75,350 | 1,012,000 | 4.56% | ||
| 9 | UBS Group AG | 63,350 | 851,000 | 3.83% | ||
| 10 | BANK OF AMERICA CORP /DE/ | 23,559 | 317,000 | 1.43% | ||
| 11 | Tradewinds Capital Management, LLC | 21,500 | 289,000 | 1.30% | ||
| 12 | D.A. DAVIDSON & CO. | 16,000 | 215,000 | 0.97% | ||
| 13 | Virtu KCG Holdings LLC | 12,427 | 167,000 | 0.75% | ||
| 14 | OPPENHEIMER & CO INC | 10,401 | 140,000 | 0.63% | ||
| 15 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 9,583 | 129,000 | 0.58% | ||
| 16 | ROYAL BANK OF CANADA | 8,042 | 108,000 | 0.49% | ||
| 17 | SECURITY NATIONAL TRUST CO | 4,400 | 59,000 | 0.27% | ||
| 18 | MSI Financial Services Inc | 3,399 | 46,000 | 0.21% | ||
| 19 | INTEGRATED WEALTH MANAGEMENT | 2,500 | 34,000 | 0.15% | ||
| 20 | CITIGROUP INC | 1,347 | 18,000 | 0.08% | ||
| 21 | Efficient Market Advisors, LLC | 1,000 | 13,000 | 0.06% |
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.
