| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 24,258 | 374,000 | 39.74% | ||
| 2 | V WEALTH MANAGEMENT,LLC | 20,391 | 323,000 | 34.33% | ||
| 3 | WFG Advisors, LP | 7,660 | 118,000 | 12.54% | ||
| 4 | MORGAN STANLEY | 3,414 | 53,000 | 5.63% | ||
| 5 | ROYAL BANK OF CANADA | 1,700 | 26,000 | 2.76% | ||
| 6 | U S GLOBAL INVESTORS INC | 1,500 | 26,000 | 2.76% | ||
| 7 | WELLS FARGO & COMPANY/MN | 601 | 9,000 | 0.96% | ||
| 8 | Ironwood Financial, llc | 385 | 6,000 | 0.64% | ||
| 9 | Commonwealth Financial Services, LLC | 278 | 4,000 | 0.43% | ||
| 10 | ADVISOR GROUP, INC. | 133 | 2,000 | 0.21% |
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.
