| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 25,000 | 57,000 | 26.76% | ||
| 2 | TRUIST FINANCIAL CORP | 20,000 | 46,000 | 21.60% | ||
| 3 | BlackRock Fund Advisors | 17,868 | 41,000 | 19.25% | ||
| 4 | VANGUARD GROUP INC | 17,958 | 41,000 | 19.25% | ||
| 5 | CITIGROUP INC | 7,500 | 17,000 | 7.98% | ||
| 6 | UBS Group AG | 2,122 | 5,000 | 2.35% | ||
| 7 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 1,000 | 2,000 | 0.94% | ||
| 8 | MORGAN STANLEY | 700 | 2,000 | 0.94% | ||
| 9 | WFG Advisors, LP | 400 | 1,000 | 0.47% | ||
| 10 | NEXT Financial Group, Inc | 500 | 1,000 | 0.47% | ||
| 11 | Tower Research Capital LLC (TRC) | 200 | 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.
