| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1,129,588 | 27,110,000 | 37.81% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 926,108 | 22,227,000 | 31.00% | ||
| 3 | WELLS FARGO & COMPANY/MN | 400,544 | 9,613,000 | 13.41% | ||
| 4 | UBS Group AG | 195,921 | 4,702,000 | 6.56% | ||
| 5 | Private Advisor Group, LLC | 64,773 | 1,547,000 | 2.16% | ||
| 6 | Regal Investment Advisors LLC | 58,547 | 1,405,000 | 1.96% | ||
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 37,808 | 907,000 | 1.26% | ||
| 8 | CORRIGAN FINANCIAL, INC. | 35,726 | 857,424 | 1.20% | ||
| 9 | STATE STREET CORP | 30,661 | 734,000 | 1.02% | ||
| 10 | Johnson Financial Group, Inc. | 28,442 | 683,000 | 0.95% | ||
| 11 | Callan Capital, LLC | 19,511 | 468,000 | 0.65% | ||
| 12 | RAYMOND JAMES & ASSOCIATES | 16,419 | 394,000 | 0.55% | ||
| 13 | Burt Wealth Advisors | 15,740 | 377,000 | 0.53% | ||
| 14 | IFP ADVISORS, INC | 12,560 | 301,000 | 0.42% | ||
| 15 | STIFEL FINANCIAL CORP | 10,901 | 262,000 | 0.37% | ||
| 16 | TCI Wealth Advisors, Inc. | 1,450 | 35,000 | 0.05% | ||
| 17 | PARALLEL ADVISORS, LLC | 1,420 | 35,000 | 0.05% | ||
| 18 | ROYAL BANK OF CANADA | 1,202 | 29,000 | 0.04% | ||
| 19 | IHT WEALTH MANAGEMENT, LLC | 1,320 | 11,000 | 0.02% | ||
| 20 | RESOURCES INVESTMENT ADVISORS, INC. | 168 | 4,000 | 0.01% | ||
| 21 | ROBLE, BELKO & COMPANY, INC | 121 | 3,000 | 0.00% | ||
| 22 | ADVISOR GROUP, INC. | 55 | 1,000 | 0.00% | ||
| 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.
