| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 250,269 | 7,315,000 | 32.66% | ||
| 2 | ROYAL BANK OF CANADA | 240,224 | 7,022,000 | 31.35% | ||
| 3 | MORGAN STANLEY | 164,504 | 4,809,000 | 21.47% | ||
| 4 | WELLS FARGO & COMPANY/MN | 56,594 | 1,654,000 | 7.38% | ||
| 5 | COBIZ WEALTH, LLC | 18,032 | 527,000 | 2.35% | ||
| 6 | AMERICAN FINANCIAL GROUP INC | 9,861 | 288,000 | 1.29% | ||
| 7 | Ancora Advisors LLC | 9,861 | 288,000 | 1.29% | ||
| 8 | COMERICA BANK | 8,755 | 256,000 | 1.14% | ||
| 9 | VICUS CAPITAL | 6,891 | 201,000 | 0.90% | ||
| 10 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 600 | 18,000 | 0.08% | ||
| 11 | AMERIPRISE FINANCIAL INC | 340 | 10,000 | 0.04% | ||
| 12 | AMERICAN INTERNATIONAL GROUP, INC. | 200 | 5,846 | 0.03% | ||
| 13 | HOWE & RUSLING INC | 105 | 3,000 | 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.
