| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 191,342 | 4,441,000 | 45.59% | ||
| 2 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 73,521 | 1,740,000 | 17.86% | ||
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 20,964 | 487,000 | 5.00% | ||
| 4 | LPL Financial LLC | 19,882 | 466,000 | 4.78% | ||
| 5 | CABOT WEALTH MANAGEMENT INC | 18,277 | 424,000 | 4.35% | ||
| 6 | JANE STREET GROUP, LLC | 18,208 | 423,000 | 4.34% | ||
| 7 | Commonwealth Equity Services, Inc | 17,713 | 411,000 | 4.22% | ||
| 8 | ROYAL BANK OF CANADA | 13,966 | 324,000 | 3.33% | ||
| 9 | AXA S.A. | 13,320 | 309,000 | 3.17% | ||
| 10 | MORGAN STANLEY | 10,632 | 247,000 | 2.54% | ||
| 11 | Bluefin Trading, LLC | 9,485 | 220,000 | 2.26% | ||
| 12 | Carroll Financial Associates, Inc. | 6,000 | 139,000 | 1.43% | ||
| 13 | OPTIMUM INVESTMENT ADVISORS | 3,118 | 72,000 | 0.74% | ||
| 14 | WELLS FARGO & COMPANY/MN | 1,363 | 32,000 | 0.33% | ||
| 15 | PNC FINANCIAL SERVICES GROUP, INC. | 255 | 6,000 | 0.06% | ||
| 16 | MSI Financial Services Inc | 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.