| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 157,435 | 3,133,000 | 32.38% | ||
| 2 | BESSEMER GROUP INC | 100,041 | 1,991,000 | 20.58% | ||
| 3 | BB&T SECURITIES, LLC | 64,435 | 1,282,000 | 13.25% | ||
| 4 | Invesco Ltd. | 60,009 | 1,194,000 | 12.34% | ||
| 5 | HighTower Advisors, LLC | 21,625 | 431,000 | 4.45% | ||
| 6 | DOLIVER ADVISORS, LP | 20,679 | 412,000 | 4.26% | ||
| 7 | STIFEL FINANCIAL CORP | 16,540 | 329,000 | 3.40% | ||
| 8 | Sigma Planning Corp | 12,655 | 252,000 | 2.60% | ||
| 9 | Shaker Financial Services, LLC | 10,353 | 206,000 | 2.13% | ||
| 10 | ROYAL BANK OF CANADA | 8,816 | 175,000 | 1.81% | ||
| 11 | WELLS FARGO & COMPANY/MN | 4,964 | 99,000 | 1.02% | ||
| 12 | MORGAN STANLEY | 4,028 | 80,000 | 0.83% | ||
| 13 | BANK OF AMERICA CORP /DE/ | 2,100 | 42,000 | 0.43% | ||
| 14 | MSI Financial Services Inc | 1,420 | 28,000 | 0.29% | ||
| 15 | Estabrook Capital Management | 1,050 | 20,895 | 0.22% |
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.
