| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 19,380 | 309,000 | 34.22% | ||
| 2 | Sandy Spring Bank | 8,692 | 139,000 | 15.39% | ||
| 3 | PNC FINANCIAL SERVICES GROUP, INC. | 7,000 | 112,000 | 12.40% | ||
| 4 | MORGAN STANLEY | 6,785 | 108,000 | 11.96% | ||
| 5 | WELLS FARGO & COMPANY/MN | 4,400 | 70,000 | 7.75% | ||
| 6 | ADVISOR GROUP, INC. | 4,000 | 63,000 | 6.98% | ||
| 7 | ROYAL BANK OF CANADA | 3,700 | 59,000 | 6.53% | ||
| 8 | Creative Planning | 2,000 | 32,000 | 3.54% | ||
| 9 | Tower Research Capital LLC (TRC) | 300 | 5,000 | 0.55% | ||
| 10 | UBS Group AG | 248 | 4,000 | 0.44% | ||
| 11 | Burt Wealth Advisors | 167 | 2,000 | 0.22% |
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.
