| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 37,194 | 500,000 | 25.56% | ||
| 2 | LPL Financial LLC | 26,221 | 354,000 | 18.10% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 26,238 | 353,000 | 18.05% | ||
| 4 | UBS AG | 14,191 | 191,000 | 9.76% | ||
| 5 | DOLIVER ADVISORS, LP | 13,535 | 182,000 | 9.30% | ||
| 6 | AMERIPRISE FINANCIAL INC | 10,037 | 135,000 | 6.90% | ||
| 7 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 8,248 | 111,000 | 5.67% | ||
| 8 | FIFTH THIRD BANCORP | 5,000 | 67,000 | 3.43% | ||
| 9 | WELLS FARGO & COMPANY/MN | 4,410 | 59,000 | 3.02% | ||
| 10 | Ground Swell Capital, LLC | 263 | 4,000 | 0.20% |
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.
