| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | GUGGENHEIM CAPITAL LLC | 521,886 | 5,767,000 | 42.84% | ||
| 2 | GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT | 121,950 | 1,347,000 | 10.01% | ||
| 3 | LPL Financial LLC | 104,046 | 1,147,000 | 8.52% | ||
| 4 | CITIGROUP INC | 58,686 | 648,000 | 4.81% | ||
| 5 | SUNTRUST BANKS INC | 53,145 | 587,000 | 4.36% | ||
| 6 | Commonwealth Equity Services, Inc | 52,540 | 581,000 | 4.32% | ||
| 7 | WELLS FARGO & COMPANY/MN | 48,356 | 535,000 | 3.97% | ||
| 8 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 40,883 | 452,000 | 3.36% | ||
| 9 | MORGAN STANLEY | 39,632 | 438,000 | 3.25% | ||
| 10 | BANK OF AMERICA CORP /DE/ | 32,991 | 365,000 | 2.71% | ||
| 11 | ROYAL BANK OF CANADA | 25,297 | 279,000 | 2.07% | ||
| 12 | IFP ADVISORS, INC | 18,028 | 199,000 | 1.48% | ||
| 13 | Destination Wealth Management | 16,000 | 177,000 | 1.31% | ||
| 14 | HighTower Advisors, LLC | 13,688 | 152,000 | 1.13% | ||
| 15 | OPPENHEIMER & CO INC | 13,579 | 150,000 | 1.11% | ||
| 16 | Fort Point Capital Partners LLC | 12,354 | 137,000 | 1.02% | ||
| 17 | UBS Group AG | 11,558 | 128,000 | 0.95% | ||
| 18 | Raymond James Financial Services Advisors, Inc. | 11,267 | 125,000 | 0.93% | ||
| 19 | Creative Planning | 9,386 | 104,000 | 0.77% | ||
| 20 | Allworth Financial LP | 7,495 | 83,000 | 0.62% | ||
| 21 | INTEGRATED WEALTH MANAGEMENT | 3,330 | 37,000 | 0.27% | ||
| 22 | D.A. DAVIDSON & CO. | 1,000 | 11,000 | 0.08% | ||
| 23 | MSI Financial Services Inc | 930 | 10,000 | 0.07% | ||
| 24 | ADVISOR GROUP, INC. | 241 | 2,000 | 0.01% |
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.
