| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 16,765 | 237,000 | 29.92% | ||
| 2 | Sandy Spring Bank | 8,692 | 123,000 | 15.53% | ||
| 3 | MORGAN STANLEY | 7,104 | 100,000 | 12.63% | ||
| 4 | PNC FINANCIAL SERVICES GROUP, INC. | 7,000 | 99,000 | 12.50% | ||
| 5 | WOLVERINE ASSET MANAGEMENT LLC | 4,861 | 68,000 | 8.59% | ||
| 6 | WELLS FARGO & COMPANY/MN | 4,401 | 62,000 | 7.83% | ||
| 7 | ROYAL BANK OF CANADA | 3,700 | 52,000 | 6.57% | ||
| 8 | UBS Group AG | 1,848 | 26,000 | 3.28% | ||
| 9 | ADVISOR GROUP, INC. | 1,654 | 23,000 | 2.90% | ||
| 10 | Burt Wealth Advisors | 167 | 2,000 | 0.25% | ||
| 11 | IFP ADVISORS, INC | 0 | 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.
