| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 123,470 | 1,874,000 | 24.92% | ||
| 2 | Bouchey Financial Group Ltd | 111,925 | 1,699,000 | 22.59% | ||
| 3 | Invesco Ltd. | 75,505 | 1,146,000 | 15.24% | ||
| 4 | LAZARD ASSET MANAGEMENT LLC | 28,900 | 441,000 | 5.86% | PRN | |
| 5 | HighTower Advisors, LLC | 28,042 | 431,000 | 5.73% | ||
| 6 | NWAM LLC | 27,000 | 410,000 | 5.45% | ||
| 7 | Curi Capital, LLC | 19,817 | 301,000 | 4.00% | ||
| 8 | UBS Group AG | 19,317 | 293,000 | 3.90% | ||
| 9 | Raymond James Financial Services Advisors, Inc. | 18,764 | 285,000 | 3.79% | ||
| 10 | MORGAN STANLEY | 15,633 | 237,000 | 3.15% | ||
| 11 | Joel Isaacson & Co., LLC | 10,000 | 152,000 | 2.02% | ||
| 12 | WELLS FARGO & COMPANY/MN | 7,531 | 114,000 | 1.52% | ||
| 13 | ROYAL BANK OF CANADA | 6,600 | 100,000 | 1.33% | ||
| 14 | MSI Financial Services Inc | 1,062 | 16,000 | 0.21% | ||
| 15 | Focused Wealth Management, Inc | 725 | 11,000 | 0.15% | ||
| 16 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 725 | 11,000 | 0.15% |
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.
