| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CITIGROUP INC | 165,000 | 4,029,000 | 49.83% | ||
| 2 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 91,594 | 2,237,000 | 27.67% | ||
| 3 | Linscomb Wealth, Inc. | 41,524 | 1,014,000 | 12.54% | ||
| 4 | ROYAL BANK OF CANADA | 18,850 | 460,000 | 5.69% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 12,327 | 301,000 | 3.72% | ||
| 6 | WELLS FARGO & COMPANY/MN | 1,842 | 45,000 | 0.56% | ||
| 7 | Parallax Volatility Advisers, L.P. | 1 | 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.
