| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Beaumont Financial Partners, LLC | 74,592 | 1,492,000 | 60.53% | ||
| 2 | ENVESTNET ASSET MANAGEMENT INC | 27,893 | 558,000 | 22.64% | ||
| 3 | DEUTSCHE BANK AG\ | 11,139 | 222,000 | 9.01% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 7,926 | 158,000 | 6.41% | ||
| 5 | US BANCORP \DE\ | 1,457 | 29,000 | 1.18% | ||
| 6 | Ground Swell Capital, LLC | 200 | 4,000 | 0.16% | ||
| 7 | Tower Research Capital LLC (TRC) | 106 | 2,000 | 0.08% |
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.
