| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 181,485 | 4,570,000 | 92.66% | ||
| 2 | GW HENSSLER & ASSOCIATES LTD | 12,820 | 323,000 | 6.55% | ||
| 3 | ROYAL BANK OF CANADA | 872 | 22,000 | 0.45% | ||
| 4 | MORGAN STANLEY | 504 | 13,000 | 0.26% | ||
| 5 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 144 | 4,000 | 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.
