| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 48 | 2,000 | 4.55% | ||
| 2 | ROYAL BANK OF CANADA | 460 | 17,000 | 38.64% | ||
| 3 | Plante Moran Financial Advisors, LLC | 685 | 25,000 | 56.82% |
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.
