| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 120,364 | 1,863,000 | 36.49% | ||
| 2 | MORGAN STANLEY | 108,364 | 1,677,000 | 32.84% | ||
| 3 | UBS AG | 46,301 | 717,000 | 14.04% | ||
| 4 | WELLS FARGO & COMPANY/MN | 32,389 | 501,000 | 9.81% | ||
| 5 | LPL Financial LLC | 15,500 | 240,000 | 4.70% | ||
| 6 | ROYAL BANK OF CANADA | 2,000 | 31,000 | 0.61% | ||
| 7 | NEW ENGLAND SECURITIES CORP /MA/ | 1,943 | 30,000 | 0.59% | ||
| 8 | Partnervest Advisory Services LLC | 1,300 | 20,000 | 0.39% | ||
| 9 | Apriem Advisors | 787 | 12,000 | 0.24% | ||
| 10 | Ground Swell Capital, LLC | 538 | 8,000 | 0.16% | ||
| 11 | CITIGROUP INC | 442 | 7,000 | 0.14% |
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.
