| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 19,510 | 280,000 | 38.93% | ||
| 2 | Commonwealth Equity Services, Inc | 13,015 | 187,000 | 26.00% | ||
| 3 | MORGAN STANLEY | 11,405 | 164,000 | 22.80% | ||
| 4 | PARSONS CAPITAL MANAGEMENT INC/RI | 3,330 | 48,000 | 6.67% | ||
| 5 | UBS Group AG | 1,800 | 26,000 | 3.61% | ||
| 6 | ROYAL BANK OF CANADA | 700 | 10,000 | 1.39% | ||
| 7 | Winslow, Evans & Crocker, Inc. | 300 | 4,302 | 0.60% | ||
| 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.
