| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 25,355 | 156,000 | 64.46% | ||
| 2 | Transamerica Financial Advisors, LLC | 9,833 | 61,000 | 25.21% | ||
| 3 | UBS Group AG | 3,199 | 20,000 | 8.26% | ||
| 4 | IFP ADVISORS, INC | 500 | 3,000 | 1.24% | ||
| 5 | MORGAN STANLEY | 356 | 2,000 | 0.83% | ||
| 6 | WELLS FARGO & COMPANY/MN | 1 | 0 | 0.00% | ||
| 7 | 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.
