| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 18,080 | 273,000 | 44.03% | ||
| 2 | Sandy Spring Bank | 8,692 | 131,000 | 21.13% | ||
| 3 | MORGAN STANLEY | 5,675 | 86,000 | 13.87% | ||
| 4 | ROYAL BANK OF CANADA | 3,700 | 56,000 | 9.03% | ||
| 5 | WELLS FARGO & COMPANY/MN | 2,900 | 44,000 | 7.10% | ||
| 6 | UBS Group AG | 1,648 | 25,000 | 4.03% | ||
| 7 | Tower Research Capital LLC (TRC) | 200 | 3,000 | 0.48% | ||
| 8 | Burt Wealth Advisors | 167 | 2,000 | 0.32% | ||
| 9 | CITIGROUP INC | 1 | 0 | 0.00% |
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.
