| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 302,281 | 7,605,000 | 71.00% | ||
| 2 | Raymond James Financial Services Advisors, Inc. | 44,750 | 1,126,000 | 10.51% | ||
| 3 | ROYAL BANK OF CANADA | 36,573 | 921,000 | 8.60% | ||
| 4 | Virtu KCG Holdings LLC | 26,292 | 662,000 | 6.18% | ||
| 5 | GW HENSSLER & ASSOCIATES LTD | 12,820 | 323,000 | 3.02% | ||
| 6 | UBS Group AG | 2,112 | 53,000 | 0.49% | ||
| 7 | MORGAN STANLEY | 682 | 17,000 | 0.16% | ||
| 8 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 144 | 4,000 | 0.04% |
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.
