| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 427,627 | 9,168,000 | 24.99% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 362,059 | 7,763,000 | 21.16% | ||
| 3 | CKW FINANCIAL GROUP | 295,440 | 6,334,000 | 17.26% | ||
| 4 | MORGAN STANLEY | 249,505 | 5,349,000 | 14.58% | ||
| 5 | BARCLAYS PLC | 175,930 | 3,693,000 | 10.07% | ||
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 77,509 | 1,662,000 | 4.53% | ||
| 7 | LPL Financial LLC | 46,275 | 992,000 | 2.70% | ||
| 8 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 35,600 | 763,000 | 2.08% | ||
| 9 | CITIGROUP INC | 16,780 | 360,000 | 0.98% | ||
| 10 | DEUTSCHE BANK AG\ | 15,704 | 336,000 | 0.92% | ||
| 11 | Klingman & Associates, LLC | 7,050 | 151,000 | 0.41% | ||
| 12 | ROYAL BANK OF CANADA | 4,805 | 103,000 | 0.28% | ||
| 13 | NEW ENGLAND SECURITIES CORP /MA/ | 450 | 10,000 | 0.03% | ||
| 14 | Regal Investment Advisors LLC | 260 | 6,000 | 0.02% |
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.
