| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MYCIO WEALTH PARTNERS, LLC | 2,000 | 58,000 | 29.15% | ||
| 2 | MORGAN STANLEY | 1,525 | 44,000 | 22.11% | ||
| 3 | BANK OF MONTREAL /CAN/ | 1,431 | 41,000 | 20.60% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 1,038 | 30,000 | 15.08% | ||
| 5 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 717 | 21,000 | 10.55% | ||
| 6 | DELTA ASSET MANAGEMENT LLC/TN | 170 | 5,000 | 2.51% |
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.
