| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | WELLS FARGO & COMPANY/MN | 272,574 | 27,331,000 | 7.03% | ||
| 52 | CONNECTICUT WEALTH MANAGEMENT, LLC | 417,613 | 41,649,000 | 10.71% | ||
| 53 | CORIENT CAPITAL PARTNERS, LLC | 431,766 | 43,293,000 | 11.13% | ||
| 54 | LPL Financial LLC | 670,726 | 67,093,000 | 17.25% | ||
| 55 | BANK OF AMERICA CORP /DE/ | 1,360,163 | 136,384,000 | 35.07% |
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.
