| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 146,122 | 3,180,000 | 69.74% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 59,504 | 1,295,000 | 28.40% | ||
| 3 | ADVISOR GROUP, INC. | 2,625 | 57,000 | 1.25% | ||
| 4 | ENVESTNET ASSET MANAGEMENT INC | 743 | 16,000 | 0.35% | ||
| 5 | MSI Financial Services Inc | 380 | 8,000 | 0.18% | ||
| 6 | ASSET DEDICATION, LLC | 144 | 3,000 | 0.07% | ||
| 7 | Creative Planning | 53 | 1,000 | 0.02% | ||
| 8 | SARGENT BICKHAM LAGUDIS LLC | 1 | 0 | 0.00% | ||
| 9 | BlackRock Finance, Inc. | 15 | 0 | 0.00% | ||
| 10 | Parallax Volatility Advisers, L.P. | 1 | 0 | 0.00% | ||
| 11 | Live Your Vision, LLC | 10 | 0 | 0.00% | ||
| 12 | Tower Research Capital LLC (TRC) | 3 | 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.
