| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CITIGROUP INC | 491 | 7,000 | 0.11% | ||
| 2 | Apriem Advisors | 787 | 12,000 | 0.19% | ||
| 3 | ROYAL BANK OF CANADA | 2,000 | 30,000 | 0.47% | ||
| 4 | D.A. DAVIDSON & CO. | 3,000 | 45,000 | 0.70% | ||
| 5 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 7,000 | 107,000 | 1.66% | ||
| 6 | Roundview Capital LLC | 16,000 | 244,000 | 3.79% | ||
| 7 | WELLS FARGO & COMPANY/MN | 26,683 | 406,000 | 6.30% | ||
| 8 | UBS Group AG | 54,774 | 835,000 | 12.96% | ||
| 9 | MORGAN STANLEY | 147,718 | 2,252,000 | 34.95% | ||
| 10 | BANK OF AMERICA CORP /DE/ | 164,426 | 2,506,000 | 38.89% |
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.
