| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BB&T SECURITIES, LLC | 127,188 | 29,800,000 | 34.16% | ||
| 2 | Invesco Ltd. | 377,175 | 8,837,000 | 10.13% | ||
| 3 | BESSEMER GROUP INC | 340,061 | 7,967,000 | 9.13% | ||
| 4 | COHEN & STEERS, INC. | 337,591 | 7,910,000 | 9.07% | ||
| 5 | COHEN & STEERS CAPITAL MANAGEMENT INC | 337,591 | 7,910,000 | 9.07% | ||
| 6 | Robert W. Baird & Co. Inc | 184,321 | 4,319,000 | 4.95% | ||
| 7 | MORGAN STANLEY | 151,554 | 3,550,000 | 4.07% | ||
| 8 | WELLS FARGO & COMPANY/MN | 113,706 | 2,664,000 | 3.05% | ||
| 9 | BANK OF AMERICA CORP /DE/ | 111,007 | 2,601,000 | 2.98% | ||
| 10 | ROYAL BANK OF CANADA | 91,376 | 2,141,000 | 2.45% | ||
| 11 | NATIONAL PLANNING CORP | 77,538 | 1,828,000 | 2.10% | ||
| 12 | UBS Group AG | 69,275 | 1,623,000 | 1.86% | ||
| 13 | LPL Financial LLC | 45,908 | 1,080,000 | 1.24% | ||
| 14 | SIT INVESTMENT ASSOCIATES INC | 35,500 | 832,000 | 0.95% | ||
| 15 | VSR Financial Services, Inc. | 31,791 | 745,000 | 0.85% | ||
| 16 | GUGGENHEIM CAPITAL LLC | 23,392 | 549,000 | 0.63% | ||
| 17 | DOLIVER ADVISORS, LP | 19,855 | 465,000 | 0.53% | ||
| 18 | Capital Investment Advisors, LLC | 26,270 | 415,000 | 0.48% | ||
| 19 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 15,406 | 361,000 | 0.41% | ||
| 20 | Investors Capital Advisory Services | 14,262 | 334,000 | 0.38% | ||
| 21 | WEDBUSH SECURITIES INC | 13,324 | 312,000 | 0.36% | ||
| 22 | BRUDERMAN ASSET MANAGEMENT, LLC | 10,380 | 243,000 | 0.28% | ||
| 23 | SignalPoint Asset Management, LLC | 10,000 | 234,000 | 0.27% | ||
| 24 | DEUTSCHE BANK AG\ | 5,000 | 117,000 | 0.13% | ||
| 25 | Winslow, Evans & Crocker, Inc. | 4,068 | 95,264 | 0.11% | ||
| 26 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 3,905 | 91,000 | 0.10% | ||
| 27 | Thomas J. Herzfeld Advisors, Inc. | 3,049 | 71,000 | 0.08% | ||
| 28 | THOMPSON DAVIS & CO., INC. | 2,250 | 53,000 | 0.06% | ||
| 29 | CITIGROUP INC | 1,727 | 40,000 | 0.05% | ||
| 30 | MSI Financial Services Inc | 800 | 19,000 | 0.02% | ||
| 31 | NEXT Financial Group, Inc | 540 | 12,000 | 0.01% | ||
| 32 | FIFTH THIRD BANCORP | 400 | 9,000 | 0.01% | ||
| 33 | WFG Advisors, LP | 300 | 7,000 | 0.01% | ||
| 34 | Evercore Wealth Management, LLC | 100 | 2,000 | 0.00% | ||
| 35 | MUFG Americas Holdings Corp | 32 | 1,000 | 0.00% |
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.
