| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | RELATIVE VALUE PARTNERS GROUP, LLC | 719,260 | 9,286,000 | 29.02% | ||
| 2 | MORGAN STANLEY | 603,054 | 7,786,000 | 24.34% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 353,617 | 4,565,000 | 14.27% | ||
| 4 | BESSEMER GROUP INC | 250,000 | 3,227,000 | 10.09% | ||
| 5 | WELLS FARGO & COMPANY/MN | 163,197 | 2,107,000 | 6.59% | ||
| 6 | UBS Group AG | 148,040 | 1,911,000 | 5.97% | ||
| 7 | DEUTSCHE BANK AG\ | 94,400 | 1,218,000 | 3.81% | ||
| 8 | CREDIT SUISSE AG/ | 46,400 | 599,000 | 1.87% | ||
| 9 | BAIRD FINANCIAL GROUP, INC. | 44,778 | 578,000 | 1.81% | ||
| 10 | Independence Trust CO | 27,703 | 358,000 | 1.12% | ||
| 11 | ROYAL BANK OF CANADA | 12,928 | 167,000 | 0.52% | ||
| 12 | Stanford Investment Group, Inc. | 8,680 | 112,000 | 0.35% | ||
| 13 | AMERICAN INTERNATIONAL GROUP, INC. | 5,000 | 65,000 | 0.20% | ||
| 14 | CITIGROUP INC | 1,201 | 15,000 | 0.05% | ||
| 15 | Tower Research Capital LLC (TRC) | 6 | 0 | 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.
