| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 18,080 | 265,000 | 45.30% | ||
| 2 | Sandy Spring Bank | 8,692 | 127,000 | 21.71% | ||
| 3 | ROYAL BANK OF CANADA | 3,700 | 54,000 | 9.23% | ||
| 4 | MORGAN STANLEY | 3,675 | 54,000 | 9.23% | ||
| 5 | WELLS FARGO & COMPANY/MN | 2,900 | 42,000 | 7.18% | ||
| 6 | UBS Group AG | 1,448 | 22,000 | 3.76% | ||
| 7 | CITIGROUP INC | 996 | 15,000 | 2.56% | ||
| 8 | Tower Research Capital LLC (TRC) | 300 | 4,000 | 0.68% | ||
| 9 | Burt Wealth Advisors | 167 | 2,000 | 0.34% |
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.
