| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 153,440 | 3,914,000 | 24.31% | ||
| 2 | Linscomb Wealth, Inc. | 102,931 | 2,625,000 | 16.30% | ||
| 3 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 96,882 | 2,484,000 | 15.43% | ||
| 4 | ROYAL BANK OF CANADA | 71,162 | 1,815,000 | 11.27% | ||
| 5 | JANE STREET GROUP, LLC | 41,948 | 1,070,000 | 6.65% | ||
| 6 | MORGAN STANLEY | 30,747 | 784,000 | 4.87% | ||
| 7 | Gradient Investments LLC | 30,195 | 770,000 | 4.78% | ||
| 8 | UBS Group AG | 20,956 | 534,000 | 3.32% | ||
| 9 | WELLS FARGO & COMPANY/MN | 19,873 | 507,000 | 3.15% | ||
| 10 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 19,711 | 503,000 | 3.12% | ||
| 11 | BANK OF MONTREAL /CAN/ | 19,455 | 496,000 | 3.08% | ||
| 12 | Madden Advisory Services, Inc. | 15,130 | 386,000 | 2.40% | ||
| 13 | Commonwealth Equity Services, Inc | 8,307 | 212,000 | 1.32% | ||
| 14 | Ironwood Financial, llc | 5 | 0 | 0.00% | ||
| 15 | Parallax Volatility Advisers, L.P. | 1 | 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.
