| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 180,201 | 6,248,000 | 22.74% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 149,043 | 5,167,000 | 18.80% | ||
| 3 | RAYMOND JAMES & ASSOCIATES | 95,035 | 3,295,000 | 11.99% | ||
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 85,956 | 2,980,000 | 10.85% | ||
| 5 | SignalPoint Asset Management, LLC | 85,514 | 2,965,000 | 10.79% | ||
| 6 | UBS AG | 64,791 | 2,246,000 | 8.17% | ||
| 7 | AMERIPRISE FINANCIAL INC | 25,913 | 898,000 | 3.27% | ||
| 8 | WELLS FARGO & COMPANY/MN | 24,084 | 835,000 | 3.04% | ||
| 9 | ENVESTNET ASSET MANAGEMENT INC | 21,368 | 741,000 | 2.70% | ||
| 10 | Madden Advisory Services, Inc. | 16,405 | 569,000 | 2.07% | ||
| 11 | ACG Wealth | 12,430 | 431,000 | 1.57% | ||
| 12 | LPL Financial LLC | 12,340 | 428,000 | 1.56% | ||
| 13 | ROYAL BANK OF CANADA | 7,738 | 268,000 | 0.98% | ||
| 14 | Wharton Business Group, LLC | 7,250 | 251,000 | 0.91% | ||
| 15 | Carroll Financial Associates, Inc. | 1,980 | 69,000 | 0.25% | ||
| 16 | Hoxton Financial, Inc. | 1,108 | 38,000 | 0.14% | ||
| 17 | DEUTSCHE BANK AG\ | 600 | 20,000 | 0.07% | ||
| 18 | D.A. DAVIDSON & CO. | 450 | 15,000 | 0.05% | ||
| 19 | Formidable Asset Management, LLC | 200 | 6,000 | 0.02% | ||
| 20 | Vantage Investment Advisors, LLC | 101 | 4,000 | 0.01% | ||
| 21 | MSI Financial Services Inc | 100 | 3,000 | 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.
