| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PNC FINANCIAL SERVICES GROUP, INC. | 24,000 | 334,000 | 37.07% | ||
| 2 | DOLIVER ADVISORS, LP | 10,035 | 139,000 | 15.43% | ||
| 3 | WELLS FARGO & COMPANY/MN | 9,042 | 125,000 | 13.87% | ||
| 4 | MORGAN STANLEY | 7,116 | 99,000 | 10.99% | ||
| 5 | ROYAL BANK OF CANADA | 5,000 | 70,000 | 7.77% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 3,540 | 49,000 | 5.44% | ||
| 7 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 3,000 | 42,000 | 4.66% | ||
| 8 | MSI Financial Services Inc | 2,795 | 39,000 | 4.33% | ||
| 9 | CITIGROUP INC | 329 | 4,000 | 0.44% |
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.
