| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 339,297 | 8,343,000 | 72.78% | ||
| 2 | LEVEL FOUR ADVISORY SERVICES, LLC | 90,769 | 2,232,000 | 19.47% | ||
| 3 | GOLDMAN SACHS GROUP INC | 19,723 | 485,000 | 4.23% | ||
| 4 | JANE STREET GROUP, LLC | 14,322 | 352,000 | 3.07% | ||
| 5 | IFP ADVISORS, INC | 1,433 | 35,000 | 0.31% | ||
| 6 | ADVISOR GROUP, INC. | 693 | 17,000 | 0.15% |
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.
