| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 163,082 | 2,467,000 | 35.99% | ||
| 2 | MORGAN STANLEY | 134,548 | 2,036,000 | 29.70% | ||
| 3 | UBS Group AG | 75,536 | 1,143,000 | 16.67% | ||
| 4 | WELLS FARGO & COMPANY/MN | 28,021 | 424,000 | 6.19% | ||
| 5 | Roundview Capital LLC | 26,000 | 393,000 | 5.73% | ||
| 6 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 20,000 | 303,000 | 4.42% | ||
| 7 | D.A. DAVIDSON & CO. | 3,000 | 45,000 | 0.66% | ||
| 8 | ROYAL BANK OF CANADA | 2,000 | 30,000 | 0.44% | ||
| 9 | Apriem Advisors | 787 | 12,000 | 0.18% | ||
| 10 | Tower Research Capital LLC (TRC) | 111 | 2,000 | 0.03% |
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.
