| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 34,948 | 479,000 | 25.51% | ||
| 2 | LPL Financial LLC | 27,967 | 383,000 | 20.39% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 19,142 | 262,000 | 13.95% | ||
| 4 | DOLIVER ADVISORS, LP | 14,410 | 197,000 | 10.49% | ||
| 5 | UBS AG | 11,106 | 152,000 | 8.09% | ||
| 6 | AMERIPRISE FINANCIAL INC | 9,809 | 134,000 | 7.14% | ||
| 7 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 8,248 | 113,000 | 6.02% | ||
| 8 | FIFTH THIRD BANCORP | 5,000 | 68,000 | 3.62% | ||
| 9 | WELLS FARGO & COMPANY/MN | 4,409 | 60,000 | 3.19% | ||
| 10 | PNC FINANCIAL SERVICES GROUP, INC. | 1,488 | 20,000 | 1.06% | ||
| 11 | Ground Swell Capital, LLC | 700 | 10,000 | 0.53% |
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.
