| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 530,550 | 14,680,000 | 54.84% | ||
| 2 | MORGAN STANLEY | 150,877 | 4,175,000 | 15.60% | ||
| 3 | WELLS FARGO & COMPANY/MN | 79,232 | 2,192,000 | 8.19% | ||
| 4 | LPL Financial LLC | 74,484 | 2,017,000 | 7.54% | ||
| 5 | STIFEL FINANCIAL CORP | 72,178 | 1,997,000 | 7.46% | ||
| 6 | ROYAL BANK OF CANADA | 38,352 | 1,061,000 | 3.96% | ||
| 7 | First Heartland Consultants, Inc. | 17,422 | 482,000 | 1.80% | ||
| 8 | DEUTSCHE BANK AG\ | 1,500 | 41,000 | 0.15% | ||
| 9 | BENJAMIN F. EDWARDS & COMPANY, INC. | 1,273 | 35,000 | 0.13% | ||
| 10 | D.A. DAVIDSON & CO. | 954 | 26,000 | 0.10% | ||
| 11 | WFG Advisors, LP | 875 | 24,000 | 0.09% | ||
| 12 | Private Advisor Group, LLC | 600 | 17,000 | 0.06% | ||
| 13 | AMERICAN INTERNATIONAL GROUP, INC. | 265 | 7,333 | 0.03% | ||
| 14 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 242 | 7,000 | 0.03% | ||
| 15 | AMERIPRISE FINANCIAL INC | 121 | 3,000 | 0.01% | ||
| 16 | Winslow, Evans & Crocker, Inc. | 100 | 2,768 | 0.01% |
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.