| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 9,062 | 148,000 | 24.79% | ||
| 2 | WELLS FARGO & COMPANY/MN | 8,043 | 132,000 | 22.11% | ||
| 3 | MORGAN STANLEY | 6,192 | 101,000 | 16.92% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 5,206 | 86,000 | 14.41% | ||
| 5 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 5,100 | 84,000 | 14.07% | ||
| 6 | Ledyard National Bank | 2,144 | 35,000 | 5.86% | ||
| 7 | CITIGROUP INC | 675 | 11,000 | 1.84% |
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.
