| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 20,000 | 256,000 | 25.59% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 14,621 | 187,000 | 18.69% | ||
| 3 | WOLVERINE ASSET MANAGEMENT LLC | 13,322 | 170,000 | 16.99% | ||
| 4 | DOLIVER ADVISORS, LP | 11,776 | 150,000 | 14.99% | ||
| 5 | WELLS FARGO & COMPANY/MN | 5,352 | 68,000 | 6.80% | ||
| 6 | MORGAN STANLEY | 5,145 | 66,000 | 6.60% | ||
| 7 | CITIGROUP INC | 2,000 | 26,000 | 2.60% | ||
| 8 | ROYAL BANK OF CANADA | 1,400 | 18,000 | 1.80% | ||
| 9 | PNC FINANCIAL SERVICES GROUP, INC. | 1,350 | 17,000 | 1.70% | ||
| 10 | Transamerica Financial Advisors, LLC | 1,249 | 16,000 | 1.60% | ||
| 11 | MSI Financial Services Inc | 1,196 | 15,000 | 1.50% | ||
| 12 | Stratos Wealth Partners, LTD. | 510 | 6,518 | 0.65% | ||
| 13 | UBS Group AG | 385 | 5,000 | 0.50% |
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.
