| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Apriem Advisors | 787 | 12,000 | 0.16% | ||
| 2 | CITIGROUP INC | 1,009 | 15,000 | 0.19% | ||
| 3 | ROYAL BANK OF CANADA | 2,000 | 30,000 | 0.39% | ||
| 4 | WELLS FARGO & COMPANY/MN | 20,616 | 306,000 | 3.97% | ||
| 5 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 27,000 | 401,000 | 5.21% | ||
| 6 | Roundview Capital LLC | 38,500 | 572,000 | 7.43% | ||
| 7 | UBS Group AG | 65,737 | 978,000 | 12.70% | ||
| 8 | MORGAN STANLEY | 153,630 | 2,285,000 | 29.68% | ||
| 9 | BANK OF AMERICA CORP /DE/ | 208,553 | 3,101,000 | 40.27% |
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.
