| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 236,738 | 19,017,000 | 66.27% | ||
| 2 | GOLDMAN SACHS GROUP INC | 37,712 | 3,029,000 | 10.56% | ||
| 3 | Capital Analysts, LLC | 31,197 | 2,506,000 | 8.73% | ||
| 4 | Cetera Advisors LLC | 13,900 | 1,112,000 | 3.88% | ||
| 5 | WELLS FARGO & COMPANY/MN | 12,211 | 981,000 | 3.42% | ||
| 6 | LPL Financial LLC | 4,569 | 367,000 | 1.28% | ||
| 7 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 3,862 | 311,000 | 1.08% | ||
| 8 | AXA S.A. | 3,270 | 263,000 | 0.92% | ||
| 9 | Janney Montgomery Scott LLC | 3,130 | 251,000 | 0.87% | ||
| 10 | Commonwealth Equity Services, Inc | 3,111 | 250,000 | 0.87% | ||
| 11 | UBS Group AG | 2,100 | 169,000 | 0.59% | ||
| 12 | BANK OF AMERICA CORP /DE/ | 1,525 | 123,000 | 0.43% | ||
| 13 | MSI Financial Services Inc | 1,515 | 122,000 | 0.43% | ||
| 14 | NORTHWEST QUADRANT WEALTH MANAGEMENT, LLC | 1,400 | 113,960 | 0.40% | ||
| 15 | ROYAL BANK OF CANADA | 580 | 47,000 | 0.16% | ||
| 16 | PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC | 295 | 24,000 | 0.08% | ||
| 17 | D.A. DAVIDSON & CO. | 70 | 5,000 | 0.02% | ||
| 18 | ADVISOR GROUP, INC. | 38 | 3,000 | 0.01% | ||
| 19 | Baltimore-Washington Financial Advisors, Inc. | 22,582 | 1,814 | 0.01% | ||
| 20 | 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.
