| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 104,669 | 1,656,000 | 32.48% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 104,241 | 1,650,000 | 32.37% | ||
| 3 | UBS AG | 47,988 | 760,000 | 14.91% | ||
| 4 | WELLS FARGO & COMPANY/MN | 29,049 | 460,000 | 9.02% | ||
| 5 | LPL Financial LLC | 15,100 | 239,000 | 4.69% | ||
| 6 | EP Wealth Advisors, LLC | 10,600 | 168,000 | 3.30% | ||
| 7 | AMERIPRISE FINANCIAL INC | 2,635 | 42,000 | 0.82% | ||
| 8 | ROYAL BANK OF CANADA | 2,000 | 32,000 | 0.63% | ||
| 9 | NEW ENGLAND SECURITIES CORP /MA/ | 1,927 | 31,000 | 0.61% | ||
| 10 | CITIGROUP INC | 1,696 | 27,000 | 0.53% | ||
| 11 | Partnervest Advisory Services LLC | 1,300 | 21,000 | 0.41% | ||
| 12 | Apriem Advisors | 787 | 12,000 | 0.24% |
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.
