| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 1,000 | 27,000 | 0.05% | ||
| 2 | IFP ADVISORS, INC | 1,925 | 52,000 | 0.10% | ||
| 3 | Creative Planning | 2,000 | 54,000 | 0.10% | ||
| 4 | ROYAL BANK OF CANADA | 7,663 | 206,000 | 0.38% | ||
| 5 | ADVISOR GROUP, INC. | 7,995 | 214,000 | 0.40% | ||
| 6 | RAYMOND JAMES & ASSOCIATES | 8,958 | 242,000 | 0.45% | ||
| 7 | HighTower Advisors, LLC | 11,194 | 300,000 | 0.56% | ||
| 8 | GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT | 14,570 | 392,000 | 0.73% | ||
| 9 | Apriem Advisors | 16,134 | 435,000 | 0.81% | ||
| 10 | Partnervest Advisory Services LLC | 31,174 | 841,000 | 1.57% | ||
| 11 | CITIGROUP INC | 36,153 | 975,000 | 1.82% | ||
| 12 | JANE STREET GROUP, LLC | 40,843 | 1,101,000 | 2.05% | ||
| 13 | LPL Financial LLC | 54,052 | 1,463,000 | 2.72% | ||
| 14 | MORGAN STANLEY | 126,962 | 3,424,000 | 6.37% | ||
| 15 | BANK OF AMERICA CORP /DE/ | 149,845 | 4,041,000 | 7.52% | ||
| 16 | UBS Group AG | 155,618 | 4,197,000 | 7.81% | ||
| 17 | Raymond James Financial Services Advisors, Inc. | 179,274 | 4,835,000 | 9.00% | ||
| 18 | WELLS FARGO & COMPANY/MN | 1,146,471 | 30,917,000 | 57.56% |
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.
