| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 239,370 | 4,864,000 | 27.31% | ||
| 2 | MORGAN STANLEY | 206,482 | 4,196,000 | 23.56% | ||
| 3 | UBS Group AG | 179,371 | 3,645,000 | 20.46% | ||
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 52,942 | 1,076,000 | 6.04% | ||
| 5 | IMA Advisory Services, Inc. | 50,880 | 983,000 | 5.52% | SH | |
| 6 | WELLS FARGO & COMPANY/MN | 43,555 | 885,000 | 4.97% | ||
| 7 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 39,181 | 796,000 | 4.47% | ||
| 8 | Linscomb Wealth, Inc. | 33,241 | 675,000 | 3.79% | ||
| 9 | JANE STREET GROUP, LLC | 12,123 | 246,000 | 1.38% | ||
| 10 | Vigilant Capital Management, LLC | 8,903 | 181,000 | 1.02% | ||
| 11 | ROYAL BANK OF CANADA | 5,020 | 102,000 | 0.57% | ||
| 12 | Lehman Financial Resources, Inc. | 4,762 | 96,000 | 0.54% | ||
| 13 | ENVESTNET ASSET MANAGEMENT INC | 1,835 | 37,000 | 0.21% | ||
| 14 | TRUST CO | 1,499 | 30,000 | 0.17% | ||
| 15 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 43 | 1,000 | 0.01% | ||
| 16 | WEALTHFRONT CORP | 1 | 0 | 0.00% | ||
| 17 | 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.
