| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ASSETMARK, INC | 34,826 | 1,392,000 | 19.59% | ||
| 2 | MORGAN STANLEY | 28,449 | 1,137,000 | 16.01% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 26,290 | 1,051,000 | 14.79% | ||
| 4 | Advisors Preferred, LLC | 23,700 | 948,000 | 13.34% | ||
| 5 | ENVESTNET ASSET MANAGEMENT INC | 15,806 | 632,000 | 8.90% | ||
| 6 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 13,742 | 549,000 | 7.73% | ||
| 7 | Beaumont Financial Partners, LLC | 9,864 | 395,000 | 5.56% | ||
| 8 | GUPTA WEALTH MANAGEMENT LLC | 7,086 | 283,000 | 3.98% | ||
| 9 | CABOT WEALTH MANAGEMENT INC | 6,676 | 267,000 | 3.76% | ||
| 10 | UBS Group AG | 5,749 | 230,000 | 3.24% | ||
| 11 | ROYAL BANK OF CANADA | 3,622 | 145,000 | 2.04% | ||
| 12 | MSI Financial Services Inc | 1,097 | 44,000 | 0.62% | ||
| 13 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 777 | 31,000 | 0.44% |
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.
