| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 552,555 | 8,792,000 | 35.29% | ||
| 2 | GUGGENHEIM CAPITAL LLC | 168,474 | 2,680,000 | 10.76% | ||
| 3 | BESSEMER GROUP INC | 167,716 | 2,668,000 | 10.71% | ||
| 4 | Invesco Ltd. | 166,674 | 2,652,000 | 10.64% | ||
| 5 | Bison Wealth, LLC | 118,962 | 1,893,000 | 7.60% | ||
| 6 | COHEN & STEERS, INC. | 107,910 | 1,717,000 | 6.89% | ||
| 7 | BANK OF AMERICA CORP /DE/ | 105,713 | 1,682,000 | 6.75% | ||
| 8 | UBS Group AG | 54,504 | 867,000 | 3.48% | ||
| 9 | STIFEL FINANCIAL CORP | 43,424 | 688,000 | 2.76% | ||
| 10 | AMERIPRISE FINANCIAL INC | 25,758 | 410,000 | 1.65% | ||
| 11 | Raymond James Financial Services Advisors, Inc. | 15,805 | 251,000 | 1.01% | ||
| 12 | DAVENPORT & Co LLC | 10,525 | 167,452 | 0.67% | ||
| 13 | Global X Management CO LLC | 6,130 | 98,000 | 0.39% | ||
| 14 | Creative Planning | 5,911 | 94,000 | 0.38% | ||
| 15 | ROYAL BANK OF CANADA | 4,549 | 69,000 | 0.28% | ||
| 16 | WELLS FARGO & COMPANY/MN | 3,253 | 52,000 | 0.21% | ||
| 17 | ADVISOR GROUP, INC. | 3,185 | 51,000 | 0.20% | ||
| 18 | CITIGROUP INC | 1,514 | 24,000 | 0.10% | ||
| 19 | Cable Hill Partners, LLC | 1,250 | 20,000 | 0.08% | ||
| 20 | MSI Financial Services Inc | 1,140 | 18,000 | 0.07% | ||
| 21 | Winslow, Evans & Crocker, Inc. | 630 | 10,024 | 0.04% | ||
| 22 | Financial Architects, Inc | 530 | 8,000 | 0.03% | ||
| 23 | PENSERRA CAPITAL MANAGEMENT LLC | 226 | 3,000 | 0.01% | ||
| 24 | BANK OF MONTREAL /CAN/ | 50 | 1,000 | 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.
