| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 166,037 | 3,611,000 | 30.83% | ||
| 2 | BESSEMER GROUP INC | 100,341 | 2,182,000 | 18.63% | ||
| 3 | MORGAN STANLEY | 89,126 | 1,938,000 | 16.55% | ||
| 4 | Invesco Ltd. | 61,680 | 1,341,000 | 11.45% | ||
| 5 | BB&T SECURITIES, LLC | 52,848 | 1,149,000 | 9.81% | ||
| 6 | HighTower Advisors, LLC | 21,625 | 470,000 | 4.01% | ||
| 7 | STIFEL FINANCIAL CORP | 16,040 | 349,000 | 2.98% | ||
| 8 | Sigma Planning Corp | 11,838 | 257,000 | 2.19% | ||
| 9 | ROYAL BANK OF CANADA | 9,623 | 209,000 | 1.78% | ||
| 10 | WELLS FARGO & COMPANY/MN | 5,456 | 119,000 | 1.02% | ||
| 11 | Tower Research Capital LLC (TRC) | 1,700 | 37,000 | 0.32% | ||
| 12 | MSI Financial Services Inc | 1,420 | 31,000 | 0.26% | ||
| 13 | B. Riley Wealth Management, Inc. | 845 | 18,000 | 0.15% |
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.
