| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 383,338 | 4,991,000 | 24.17% | ||
| 2 | BESSEMER GROUP INC | 250,000 | 3,255,000 | 15.76% | ||
| 3 | UBS Group AG | 205,662 | 2,678,000 | 12.97% | ||
| 4 | WELLS FARGO & COMPANY/MN | 190,133 | 2,475,000 | 11.98% | ||
| 5 | MORGAN STANLEY | 144,884 | 1,886,000 | 9.13% | ||
| 6 | SMITH HAYES Advisers, Inc | 105,700 | 1,376,000 | 6.66% | ||
| 7 | RELATIVE VALUE PARTNERS GROUP, LLC | 105,428 | 1,373,000 | 6.65% | ||
| 8 | DEUTSCHE BANK AG\ | 93,600 | 1,218,000 | 5.90% | ||
| 9 | Commonwealth Equity Services, Inc | 30,765 | 401,000 | 1.94% | ||
| 10 | RAYMOND JAMES & ASSOCIATES | 20,000 | 260,000 | 1.26% | ||
| 11 | FINANCIAL ENHANCEMENT GROUP LLC | 13,517 | 176,000 | 0.85% | ||
| 12 | ROYAL BANK OF CANADA | 12,828 | 167,000 | 0.81% | ||
| 13 | FIRST TRUST ADVISORS LP | 11,442 | 149,000 | 0.72% | ||
| 14 | Stanford Investment Group, Inc. | 8,680 | 113,000 | 0.55% | ||
| 15 | AMERICAN INTERNATIONAL GROUP, INC. | 5,000 | 65,000 | 0.31% | ||
| 16 | PROFICIO CAPITAL PARTNERS LLC | 3,800 | 49,000 | 0.24% | ||
| 17 | NEXT Financial Group, Inc | 1,000 | 13,000 | 0.06% | ||
| 18 | IFP ADVISORS, INC | 443 | 6,000 | 0.03% | ||
| 19 | CITIGROUP INC | 1 | 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.
