| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DEUTSCHE BANK AG\ | 20 | 0 | 0.00% | ||
| 2 | US BANCORP \DE\ | 350 | 1,000 | 0.54% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 300 | 1,000 | 0.54% | ||
| 4 | Creative Planning | 200 | 1,000 | 0.54% | ||
| 5 | UBS Group AG | 922 | 4,000 | 2.16% | ||
| 6 | D.A. DAVIDSON & CO. | 1,300 | 5,000 | 2.70% | ||
| 7 | JPMORGAN CHASE & CO | 4,000 | 15,000 | 8.11% | ||
| 8 | MORGAN STANLEY | 10,600 | 41,000 | 22.16% | ||
| 9 | WELLS FARGO & COMPANY/MN | 30,422 | 117,000 | 63.24% |
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.
