| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 1,070,052 | 28,012,000 | 45.69% | ||
| 2 | MORGAN STANLEY | 337,977 | 8,848,000 | 14.43% | ||
| 3 | USCA RIA LLC | 158,301 | 6,047,000 | 9.86% | ||
| 4 | GFS Advisors, LLC | 158,301 | 6,047,000 | 9.86% | ||
| 5 | UBS Group AG | 125,917 | 3,296,000 | 5.38% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 116,631 | 3,053,000 | 4.98% | ||
| 7 | LPL Financial LLC | 69,665 | 1,828,000 | 2.98% | ||
| 8 | JANE STREET GROUP, LLC | 39,059 | 1,023,000 | 1.67% | ||
| 9 | CITIGROUP INC | 36,836 | 964,000 | 1.57% | ||
| 10 | Transamerica Financial Advisors, LLC | 20,061 | 526,000 | 0.86% | ||
| 11 | Apriem Advisors | 15,854 | 415,000 | 0.68% | ||
| 12 | Partnervest Advisory Services LLC | 15,436 | 404,000 | 0.66% | ||
| 13 | GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT | 15,270 | 399,000 | 0.65% | ||
| 14 | AMERICAN INTERNATIONAL GROUP, INC. | 7,086 | 185,000 | 0.30% | ||
| 15 | ROYAL BANK OF CANADA | 5,380 | 141,000 | 0.23% | ||
| 16 | IFP ADVISORS, INC | 2,550 | 67,000 | 0.11% | ||
| 17 | Creative Planning | 2,000 | 52,000 | 0.08% |
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.
