| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 486,299 | 41,457,000 | 43.13% | ||
| 2 | UBS Group AG | 164,044 | 13,985,000 | 14.55% | ||
| 3 | WELLS FARGO & COMPANY/MN | 119,357 | 10,175,000 | 10.59% | ||
| 4 | LPL Financial LLC | 56,718 | 4,788,000 | 4.98% | ||
| 5 | MORGAN STANLEY | 43,476 | 3,706,000 | 3.86% | ||
| 6 | JANE STREET GROUP, LLC | 40,896 | 3,486,000 | 3.63% | ||
| 7 | Family Firm, Inc. | 31,846 | 2,715,000 | 2.82% | ||
| 8 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 32,018 | 2,527,000 | 2.63% | ||
| 9 | Janney Montgomery Scott LLC | 16,857 | 1,437,000 | 1.50% | ||
| 10 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 16,236 | 1,384,000 | 1.44% | ||
| 11 | SG Americas Securities, LLC | 14,547 | 1,240,000 | 1.29% | ||
| 12 | Private Advisor Group, LLC | 13,460 | 1,148,000 | 1.19% | ||
| 13 | CITADEL ADVISORS LLC | 11,649 | 993,000 | 1.03% | ||
| 14 | AMERIPRISE FINANCIAL INC | 11,263 | 960,000 | 1.00% | ||
| 15 | Cambridge Investment Research Advisors, Inc. | 10,585 | 902,000 | 0.94% | ||
| 16 | WHALEROCK POINT PARTNERS, LLC | 9,360 | 797,000 | 0.83% | ||
| 17 | GOLDMAN SACHS GROUP INC | 9,104 | 776,000 | 0.81% | ||
| 18 | US BANCORP \DE\ | 8,914 | 760,000 | 0.79% | ||
| 19 | Commonwealth Equity Services, Inc | 6,698 | 571,000 | 0.59% | ||
| 20 | STEPHENS INC /AR/ | 5,835 | 497,000 | 0.52% | ||
| 21 | Avior Wealth Management, LLC | 5,137 | 438,000 | 0.46% | ||
| 22 | Mariner, LLC | 3,999 | 341,000 | 0.35% | ||
| 23 | VANGUARD GROUP INC | 2,946 | 251,000 | 0.26% | ||
| 24 | ROYAL BANK OF CANADA | 2,895 | 247,000 | 0.26% | ||
| 25 | Capital Analysts, LLC | 1,427 | 121,651 | 0.13% | ||
| 26 | AMERICAN INTERNATIONAL GROUP, INC. | 1,418 | 121,000 | 0.13% | ||
| 27 | Sunbelt Securities, Inc. | 1,320 | 112,561 | 0.12% | ||
| 28 | Creative Planning | 1,020 | 87,000 | 0.09% | ||
| 29 | CITIGROUP INC | 721 | 61,000 | 0.06% | ||
| 30 | MSI Financial Services Inc | 313 | 27,000 | 0.03% | ||
| 31 | PNC FINANCIAL SERVICES GROUP, INC. | 50 | 4,000 | 0.00% | ||
| 32 | BlackRock Finance, Inc. | 26 | 2,000 | 0.00% | ||
| 33 | 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.