| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 967,744 | 21,532,000 | 44.00% | ||
| 2 | CORRIGAN FINANCIAL, INC. | 249,543 | 5,552,328 | 11.35% | ||
| 3 | Burt Wealth Advisors | 24,476 | 5,446,000 | 11.13% | ||
| 4 | UBS Group AG | 138,086 | 3,072,000 | 6.28% | ||
| 5 | WELLS FARGO & COMPANY/MN | 106,802 | 2,377,000 | 4.86% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 89,942 | 2,001,000 | 4.09% | ||
| 7 | VSR Financial Services, Inc. | 71,174 | 1,584,000 | 3.24% | ||
| 8 | SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP | 66,341 | 1,476,000 | 3.02% | ||
| 9 | Crosspoint Capital Strategies, LLC | 50,472 | 1,344,000 | 2.75% | ||
| 10 | Regal Investment Advisors LLC | 49,062 | 1,091,000 | 2.23% | ||
| 11 | BRINKER CAPITAL INC | 39,159 | 871,000 | 1.78% | ||
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 29,498 | 656,000 | 1.34% | ||
| 13 | CLEARY GULL HOLDINGS INC. | 25,639 | 570,000 | 1.16% | ||
| 14 | Callan Capital, LLC | 20,426 | 454,000 | 0.93% | ||
| 15 | STIFEL FINANCIAL CORP | 11,309 | 252,000 | 0.51% | ||
| 16 | ALLEGIS INVESTMENT ADVISORS, LLC | 10,574 | 235,000 | 0.48% | ||
| 17 | USCA RIA LLC | 9,600 | 214,000 | 0.44% | ||
| 18 | COLONY GROUP LLC | 4,418 | 98,000 | 0.20% | ||
| 19 | FineMark National Bank & Trust | 2,006 | 45,000 | 0.09% | ||
| 20 | ROBLE, BELKO & COMPANY, INC | 1,760 | 39,000 | 0.08% | ||
| 21 | LBA Wealth Management, LLC | 684 | 15,000 | 0.03% | ||
| 22 | IFP ADVISORS, INC | 600 | 13,000 | 0.03% | ||
| 23 | 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.
