| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UBS AG | 22,285 | 2,177,000 | 26.24% | ||
| 2 | ROYAL BANK OF CANADA | 15,693 | 1,533,000 | 18.47% | ||
| 3 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 13,723 | 1,318,000 | 15.88% | ||
| 4 | Timber Hill LLC | 8,063 | 788,000 | 9.50% | ||
| 5 | AMERIPRISE FINANCIAL INC | 5,759 | 562,000 | 6.77% | ||
| 6 | GOLDMAN SACHS GROUP INC | 4,776 | 466,000 | 5.62% | ||
| 7 | LPL Financial LLC | 3,625 | 354,000 | 4.27% | ||
| 8 | MORGAN STANLEY | 3,101 | 303,000 | 3.65% | ||
| 9 | Commonwealth Equity Services, Inc | 2,340 | 229,000 | 2.76% | ||
| 10 | Cambridge Investment Research Advisors, Inc. | 2,325 | 227,000 | 2.74% | ||
| 11 | Gemmer Asset Management LLC | 1,750 | 145,000 | 1.75% | ||
| 12 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 700 | 68,000 | 0.82% | ||
| 13 | WELLS FARGO & COMPANY/MN | 535 | 53,000 | 0.64% | ||
| 14 | MSI Financial Services Inc | 287 | 28,000 | 0.34% | ||
| 15 | BANK OF AMERICA CORP /DE/ | 279 | 27,000 | 0.33% | ||
| 16 | Creative Planning | 200 | 20,000 | 0.24% |
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.
