| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 876,495 | 25,822,000 | 41.67% | ||
| 2 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 597,596 | 17,605,000 | 28.41% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 246,275 | 7,255,000 | 11.71% | ||
| 4 | WELLS FARGO & COMPANY/MN | 167,719 | 4,941,000 | 7.97% | ||
| 5 | UBS AG | 95,229 | 2,805,000 | 4.53% | ||
| 6 | Callan Capital, LLC | 40,228 | 1,185,000 | 1.91% | ||
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 29,067 | 856,000 | 1.38% | ||
| 8 | VSR Financial Services, Inc. | 19,613 | 578,000 | 0.93% | ||
| 9 | PATTON ALBERTSON MILLER GROUP, LLC | 13,230 | 390,000 | 0.63% | ||
| 10 | COLONY GROUP LLC | 11,446 | 337,000 | 0.54% | ||
| 11 | BOSTON PRIVATE BANK & TRUST CO | 5,588 | 165,000 | 0.27% | ||
| 12 | SIGNATUREFD, LLC | 425 | 13,000 | 0.02% | ||
| 13 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 401 | 12,000 | 0.02% |
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.
