| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | GUGGENHEIM CAPITAL LLC | 335,725 | 5,533,000 | 28.34% | ||
| 2 | LPL Financial LLC | 236,902 | 3,935,000 | 20.15% | ||
| 3 | Invesco Ltd. | 161,581 | 2,663,000 | 13.64% | ||
| 4 | MORGAN STANLEY | 88,605 | 1,461,000 | 7.48% | ||
| 5 | Van Hulzen Asset Management, LLC | 63,400 | 1,045,000 | 5.35% | ||
| 6 | GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT | 56,964 | 938,000 | 4.80% | ||
| 7 | BANK OF AMERICA CORP /DE/ | 49,789 | 821,000 | 4.20% | ||
| 8 | Commonwealth Equity Services, Inc | 30,716 | 506,000 | 2.59% | ||
| 9 | BANK OF STOCKTON | 26,821 | 442,000 | 2.26% | ||
| 10 | WELLS FARGO & COMPANY/MN | 25,554 | 422,000 | 2.16% | ||
| 11 | SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 24,145 | 397,000 | 2.03% | ||
| 12 | CITIGROUP INC | 20,089 | 331,000 | 1.70% | ||
| 13 | NATIONAL PLANNING CORP | 15,450 | 266,000 | 1.36% | ||
| 14 | AMERICAN INTERNATIONAL GROUP, INC. | 13,110 | 216,000 | 1.11% | ||
| 15 | Granite Investment Partners, LLC | 12,108 | 200,000 | 1.02% | ||
| 16 | UBS Group AG | 10,275 | 169,000 | 0.87% | ||
| 17 | IFP ADVISORS, INC | 4,133 | 68,000 | 0.35% | ||
| 18 | Apriem Advisors | 2,373 | 39,000 | 0.20% | ||
| 19 | MSI Financial Services Inc | 2,154 | 35,000 | 0.18% | ||
| 20 | Creative Planning | 1,070 | 18,000 | 0.09% | ||
| 21 | D.A. DAVIDSON & CO. | 592 | 9,000 | 0.05% | ||
| 22 | ROYAL BANK OF CANADA | 502 | 8,000 | 0.04% | ||
| 23 | MUFG Americas Holdings Corp | 312 | 5,000 | 0.03% | ||
| 24 | Tower Research Capital LLC (TRC) | 20 | 0 | 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.
