| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 532,112 | 14,265,000 | 44.44% | ||
| 2 | BSC PRIVATE WEALTH MANAGEMENT, LLC | 160,097 | 4,359,000 | 13.58% | ||
| 3 | HENGEHOLD CAPITAL MANAGEMENT LLC | 149,736 | 4,014,000 | 12.50% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 146,887 | 3,938,000 | 12.27% | ||
| 5 | UBS Group AG | 94,183 | 2,525,000 | 7.87% | ||
| 6 | Beaumont Financial Partners, LLC | 47,121 | 1,263,000 | 3.93% | ||
| 7 | FLOW TRADERS U.S. LLC | 41,505 | 1,113,000 | 3.47% | ||
| 8 | Horan Capital Advisors, LLC. | 22,935 | 615,000 | 1.92% | ||
| 9 | EDGE ADVISORS, LLC | 345 | 9,000 | 0.03% |
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.
