| Holder | Shares | % out | Change |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 8,992,908 | 14.6% | +4,040,974 |
| MORGAN STANLEY | 8,156,835 | 13.2% | +2,483,515 |
| WELLS FARGO & COMPANY/MN | 5,508,838 | 8.9% | +1,128,059 |
| UBS Group AG | 3,210,615 | 5.2% | +805,465 |
| IFC Advisors LLC | 2,973,070 | 4.8% | +2,056 |
| Arkadios Wealth Advisors | 2,889,043 | 4.7% | −673,441 |
| RAYMOND JAMES FINANCIAL INC | 1,479,191 | 2.4% | +160,430 |
| Focus Partners Wealth | 1,466,700 | 2.4% | — |
| CHANNEL WEALTH LLC | 1,339,350 | 2.2% | +141,391 |
| OSAIC HOLDINGS, INC. | 1,214,579 | 2.0% | +27,875 |
| ENVESTNET ASSET MANAGEMENT INC | 1,107,410 | 1.8% | +563,831 |
| N10 WEALTH, LLC | 1,006,181 | 1.6% | — |
| Bank of New York Mellon Corp | 937,679 | 1.5% | −9,231 |
| EP Wealth Advisors, LLC | 902,108 | 1.5% | +855,061 |
| Tortoise Investment Management, LLC | 651,023 | 1.1% | −11,620 |