| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 24,778 | 1,908,000 | 25.26% | ||
| 2 | Concert Wealth Management Inc. | 25,654 | 1,785,000 | 23.63% | ||
| 3 | ROYAL BANK OF CANADA | 20,856 | 1,606,000 | 21.26% | ||
| 4 | UBS Group AG | 12,981 | 1,000,000 | 13.24% | ||
| 5 | MORGAN STANLEY | 10,747 | 828,000 | 10.96% | ||
| 6 | LPL Financial LLC | 3,317 | 253,000 | 3.35% | ||
| 7 | PNC FINANCIAL SERVICES GROUP, INC. | 500 | 39,000 | 0.52% | ||
| 8 | WFG Advisors, LP | 400 | 31,000 | 0.41% | ||
| 9 | JNBA Financial Advisors | 330 | 25,000 | 0.33% | ||
| 10 | WELLS FARGO & COMPANY/MN | 260 | 20,000 | 0.26% | ||
| 11 | Advisory Services Network, LLC | 200 | 15,000 | 0.20% | ||
| 12 | MSI Financial Services Inc | 141 | 11,000 | 0.15% | ||
| 13 | NEXT Financial Group, Inc | 133 | 10,000 | 0.13% | ||
| 14 | CITIGROUP INC | 110 | 8,000 | 0.11% | ||
| 15 | INTEGRATED WEALTH MANAGEMENT | 86 | 6,000 | 0.08% | ||
| 16 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 77 | 6,000 | 0.08% | ||
| 17 | Regal Investment Advisors LLC | 41 | 3,000 | 0.04% | ||
| 18 | Tower Research Capital LLC (TRC) | 4 | 0 | 0.00% | ||
| 19 | Parallax Volatility Advisers, L.P. | 1 | 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.
