| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 18,080 | 260,000 | 42.55% | ||
| 2 | Sandy Spring Bank | 8,692 | 125,000 | 20.46% | ||
| 3 | MORGAN STANLEY | 5,053 | 73,000 | 11.95% | ||
| 4 | WELLS FARGO & COMPANY/MN | 4,101 | 59,000 | 9.66% | ||
| 5 | ROYAL BANK OF CANADA | 3,700 | 53,000 | 8.67% | ||
| 6 | UBS Group AG | 1,368 | 20,000 | 3.27% | ||
| 7 | CITIGROUP INC | 998 | 14,000 | 2.29% | ||
| 8 | Tower Research Capital LLC (TRC) | 313 | 5,000 | 0.82% | ||
| 9 | Burt Wealth Advisors | 167 | 2,000 | 0.33% |
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.
