| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 209,437 | 3,102,000 | 37.43% | ||
| 2 | MORGAN STANLEY | 176,364 | 2,612,000 | 31.52% | ||
| 3 | UBS Group AG | 65,657 | 972,000 | 11.73% | ||
| 4 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 45,000 | 666,000 | 8.04% | ||
| 5 | Roundview Capital LLC | 38,500 | 570,000 | 6.88% | ||
| 6 | WELLS FARGO & COMPANY/MN | 20,617 | 305,000 | 3.68% | ||
| 7 | ROYAL BANK OF CANADA | 2,000 | 30,000 | 0.36% | ||
| 8 | D.A. DAVIDSON & CO. | 852 | 12,000 | 0.14% | ||
| 9 | Apriem Advisors | 787 | 12,000 | 0.14% | ||
| 10 | CITIGROUP INC | 400 | 6,000 | 0.07% |
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.
