| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BB&T SECURITIES, LLC | 120,299 | 42,080,000 | 19.33% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 1,034,648 | 36,192,000 | 16.63% | ||
| 3 | MORGAN STANLEY | 956,780 | 33,468,000 | 15.38% | ||
| 4 | UBS AG | 633,836 | 22,172,000 | 10.19% | ||
| 5 | BBVA USA Bancshares, Inc. | 563,400 | 19,707,000 | 9.05% | ||
| 6 | WELLS FARGO & COMPANY/MN | 562,426 | 19,674,000 | 9.04% | ||
| 7 | Madden Advisory Services, Inc. | 349,373 | 12,221,000 | 5.61% | ||
| 8 | Janney Montgomery Scott LLC | 170,484 | 5,963,526 | 2.74% | ||
| 9 | LPL Financial LLC | 149,344 | 5,224,000 | 2.40% | ||
| 10 | ProVise Management Group, LLC | 115,298 | 4,033,000 | 1.85% | ||
| 11 | RAYMOND JAMES & ASSOCIATES | 113,036 | 3,954,000 | 1.82% | ||
| 12 | JANE STREET GROUP, LLC | 81,795 | 2,861,000 | 1.31% | ||
| 13 | STIFEL FINANCIAL CORP | 76,441 | 2,674,000 | 1.23% | ||
| 14 | CAHILL FINANCIAL ADVISORS INC | 50,616 | 1,771,000 | 0.81% | ||
| 15 | AMERIPRISE FINANCIAL INC | 24,867 | 870,000 | 0.40% | ||
| 16 | ROYAL BANK OF CANADA | 23,439 | 820,000 | 0.38% | ||
| 17 | Robert W. Baird & Co. Inc | 21,236 | 743,000 | 0.34% | ||
| 18 | DAVIDSON & GARRARD INC | 18,442 | 645,000 | 0.30% | ||
| 19 | BEESE FULMER INVESTMENT MANAGEMENT, INC. | 16,560 | 579,000 | 0.27% | ||
| 20 | Cetera Advisors LLC | 10,702 | 375,000 | 0.17% | ||
| 21 | Commonwealth Equity Services, Inc | 9,651 | 338,000 | 0.16% | ||
| 22 | KMS FINANCIAL SERVICES, INC | 6,630 | 232,000 | 0.11% | ||
| 23 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 6,617 | 231,000 | 0.11% | ||
| 24 | DEUTSCHE BANK AG\ | 5,645 | 197,000 | 0.09% | ||
| 25 | MSI Financial Services Inc | 4,394 | 154,000 | 0.07% | ||
| 26 | Creative Planning | 3,215 | 112,000 | 0.05% | ||
| 27 | AMERICAN INTERNATIONAL GROUP, INC. | 3,000 | 104,940 | 0.05% | ||
| 28 | PRIVATE TRUST CO NA | 2,179 | 76,000 | 0.03% | ||
| 29 | FineMark National Bank & Trust | 2,068 | 72,000 | 0.03% | ||
| 30 | Partnervest Advisory Services LLC | 1,358 | 47,000 | 0.02% | ||
| 31 | D.A. DAVIDSON & CO. | 958 | 33,000 | 0.02% | ||
| 32 | MOTCO | 340 | 12,000 | 0.01% | ||
| 33 | SIGNATUREFD, LLC | 342 | 12,000 | 0.01% | ||
| 34 | Hudock, Inc. | 122 | 4,000 | 0.00% | ||
| 35 | PNC FINANCIAL SERVICES GROUP, INC. | 105 | 4,000 | 0.00% | ||
| 36 | Kavar Capital Partners, LLC | 125 | 4,000 | 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.
