| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 323,595 | 8,885,000 | 46.03% | ||
| 2 | ASSETMARK, INC | 146,092 | 4,011,000 | 20.78% | ||
| 3 | UBS Group AG | 65,169 | 1,789,000 | 9.27% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 63,310 | 1,738,000 | 9.00% | ||
| 5 | ENVESTNET ASSET MANAGEMENT INC | 60,019 | 1,648,000 | 8.54% | ||
| 6 | GOLDMAN SACHS GROUP INC | 15,396 | 423,000 | 2.19% | ||
| 7 | Checchi Capital Advisers, LLC | 14,349 | 394,000 | 2.04% | ||
| 8 | MORGAN STANLEY | 13,513 | 371,000 | 1.92% | ||
| 9 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 784 | 22,000 | 0.11% | ||
| 10 | CITIGROUP INC | 725 | 20,000 | 0.10% | ||
| 11 | Parallax Volatility Advisers, L.P. | 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.
