| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 593,978 | 11,107,000 | 57.62% | ||
| 2 | UBS AG | 94,092 | 1,760,000 | 9.13% | ||
| 3 | WELLS FARGO & COMPANY/MN | 87,204 | 1,630,000 | 8.46% | ||
| 4 | STIFEL FINANCIAL CORP | 77,603 | 1,451,000 | 7.53% | ||
| 5 | LPL Financial LLC | 69,007 | 1,290,000 | 6.69% | ||
| 6 | MORGAN STANLEY | 47,740 | 893,000 | 4.63% | ||
| 7 | Robert W. Baird & Co. Inc | 37,903 | 709,000 | 3.68% | ||
| 8 | AVALON CAPITAL MANAGEMENT | 12,358 | 231,000 | 1.20% | ||
| 9 | AMERICAN INTERNATIONAL GROUP, INC. | 8,858 | 165,645 | 0.86% | ||
| 10 | CITIGROUP INC | 996 | 19,000 | 0.10% | ||
| 11 | AMERIPRISE FINANCIAL INC | 787 | 15,000 | 0.08% | ||
| 12 | MSI Financial Services Inc | 125 | 2,000 | 0.01% | ||
| 13 | Creative Planning | 123 | 2,000 | 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.
