| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 19,510 | 272,000 | 41.91% | ||
| 2 | MORGAN STANLEY | 11,661 | 162,000 | 24.96% | ||
| 3 | Commonwealth Equity Services, Inc | 10,802 | 150,000 | 23.11% | ||
| 4 | UBS AG | 1,800 | 25,000 | 3.85% | ||
| 5 | CITIGROUP INC | 1,718 | 23,000 | 3.54% | ||
| 6 | ROYAL BANK OF CANADA | 700 | 10,000 | 1.54% | ||
| 7 | Winslow, Evans & Crocker, Inc. | 500 | 6,965 | 1.07% | ||
| 8 | WELLS FARGO & COMPANY/MN | 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.
