| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 95,048 | 2,143,000 | 29.16% | ||
| 2 | AMERICAN INTERNATIONAL GROUP, INC. | 52,404 | 1,181,710 | 16.08% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 38,629 | 871,000 | 11.85% | ||
| 4 | Pinnacle Advisory Group, Inc. | 27,750 | 625,000 | 8.50% | ||
| 5 | UBS AG | 27,480 | 619,000 | 8.42% | ||
| 6 | Cambridge Investment Research Advisors, Inc. | 24,459 | 552,000 | 7.51% | ||
| 7 | ROYAL BANK OF CANADA | 22,655 | 511,000 | 6.95% | ||
| 8 | WELLS FARGO & COMPANY/MN | 12,925 | 292,000 | 3.97% | ||
| 9 | NEW ENGLAND SECURITIES CORP /MA/ | 9,784 | 221,000 | 3.01% | ||
| 10 | Partnervest Advisory Services LLC | 8,904 | 201,000 | 2.74% | ||
| 11 | WFG Advisors, LP | 3,906 | 88,000 | 1.20% | ||
| 12 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 1,070 | 24,000 | 0.33% | ||
| 13 | CITIGROUP INC | 475 | 11,000 | 0.15% | ||
| 14 | DEUTSCHE BANK AG\ | 400 | 9,000 | 0.12% | ||
| 15 | Creative Planning | 19 | 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.
