| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 355,020 | 30,823,000 | 51.17% | ||
| 2 | WELLS FARGO & COMPANY/MN | 76,777 | 6,666,000 | 11.07% | ||
| 3 | UBS AG | 67,294 | 5,842,000 | 9.70% | ||
| 4 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 35,660 | 3,104,000 | 5.15% | ||
| 5 | Noven Financial Group, Inc. | 28,007 | 2,432,000 | 4.04% | ||
| 6 | ROYAL BANK OF CANADA | 26,193 | 2,274,000 | 3.78% | ||
| 7 | MORGAN STANLEY | 18,919 | 1,643,000 | 2.73% | ||
| 8 | Janney Montgomery Scott LLC | 16,251 | 1,410,912 | 2.34% | ||
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13,605 | 1,181,000 | 1.96% | ||
| 10 | AMERIPRISE FINANCIAL INC | 13,379 | 1,162,000 | 1.93% | ||
| 11 | LPL Financial LLC | 11,182 | 971,000 | 1.61% | ||
| 12 | Cambridge Investment Research Advisors, Inc. | 8,548 | 742,000 | 1.23% | ||
| 13 | Commonwealth Equity Services, Inc | 6,263 | 544,000 | 0.90% | ||
| 14 | WHALEROCK POINT PARTNERS, LLC | 6,115 | 530,000 | 0.88% | ||
| 15 | GOLDMAN SACHS GROUP INC | 5,823 | 506,000 | 0.84% | ||
| 16 | Private Advisor Group, LLC | 3,499 | 304,000 | 0.50% | ||
| 17 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 900 | 78,000 | 0.13% | ||
| 18 | AMERICAN INTERNATIONAL GROUP, INC. | 159 | 13,804 | 0.02% | ||
| 19 | MSI Financial Services Inc | 90 | 8,000 | 0.01% |
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.
