| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 941,050 | 22,971,000 | 46.43% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 410,086 | 10,010,000 | 20.23% | ||
| 3 | WELLS FARGO & COMPANY/MN | 264,642 | 6,460,000 | 13.06% | ||
| 4 | UBS Group AG | 166,229 | 4,058,000 | 8.20% | ||
| 5 | Regal Investment Advisors LLC | 46,021 | 1,123,000 | 2.27% | ||
| 6 | CORRIGAN FINANCIAL, INC. | 45,546 | 1,111,755 | 2.25% | ||
| 7 | STATE STREET CORP | 28,857 | 704,000 | 1.42% | ||
| 8 | BRINKER CAPITAL INC | 27,303 | 666,000 | 1.35% | ||
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 26,006 | 635,000 | 1.28% | ||
| 10 | Burt Wealth Advisors | 21,199 | 517,000 | 1.04% | ||
| 11 | Callan Capital, LLC | 20,130 | 491,000 | 0.99% | ||
| 12 | ROYAL BANK OF CANADA | 11,973 | 292,000 | 0.59% | ||
| 13 | IFP ADVISORS, INC | 6,307 | 154,000 | 0.31% | ||
| 14 | Advisors Preferred, LLC | 5,981 | 146,000 | 0.30% | ||
| 15 | MSI Financial Services Inc | 2,948 | 72,000 | 0.15% | ||
| 16 | TCI Wealth Advisors, Inc. | 1,450 | 35,000 | 0.07% | ||
| 17 | PARALLEL ADVISORS, LLC | 1,216 | 30,000 | 0.06% | ||
| 18 | IHT WEALTH MANAGEMENT, LLC | 70 | 2,000 | 0.00% | ||
| 19 | 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.
