| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 1,108,468 | 28,691,000 | 58.97% | ||
| 2 | MORGAN STANLEY | 342,660 | 8,870,000 | 18.23% | ||
| 3 | UBS Group AG | 128,922 | 3,337,000 | 6.86% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 108,512 | 2,808,000 | 5.77% | ||
| 5 | LPL Financial LLC | 50,994 | 1,325,000 | 2.72% | ||
| 6 | CITIGROUP INC | 35,818 | 927,000 | 1.91% | ||
| 7 | Transamerica Financial Advisors, LLC | 28,585 | 740,000 | 1.52% | ||
| 8 | GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT | 15,750 | 407,000 | 0.84% | ||
| 9 | Apriem Advisors | 14,223 | 368,000 | 0.76% | ||
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13,258 | 343,000 | 0.70% | ||
| 11 | ROYAL BANK OF CANADA | 10,162 | 264,000 | 0.54% | ||
| 12 | JANE STREET GROUP, LLC | 9,873 | 256,000 | 0.53% | ||
| 13 | AMERICAN INTERNATIONAL GROUP, INC. | 6,564 | 170,000 | 0.35% | ||
| 14 | IFP ADVISORS, INC | 2,550 | 66,000 | 0.14% | ||
| 15 | Creative Planning | 2,000 | 52,000 | 0.11% | ||
| 16 | MSI Financial Services Inc | 1,200 | 31,000 | 0.06% | ||
| 17 | Tower Research Capital LLC (TRC) | 52 | 1,000 | 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.
