| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PNC FINANCIAL SERVICES GROUP, INC. | 16,000 | 336,000 | 26.00% | ||
| 2 | WELLS FARGO & COMPANY/MN | 12,671 | 267,000 | 20.66% | ||
| 3 | GOODWIN DANIEL L | 11,300 | 238,000 | 18.42% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 7,036 | 148,000 | 11.45% | ||
| 5 | BlackRock Institutional Trust Company, N.A. | 5,434 | 114,000 | 8.82% | ||
| 6 | MORGAN STANLEY | 2,600 | 55,000 | 4.26% | ||
| 7 | ROYAL BANK OF CANADA | 2,200 | 46,000 | 3.56% | ||
| 8 | UBS Group AG | 1,789 | 37,000 | 2.86% | ||
| 9 | REILLY FINANCIAL ADVISORS, LLC | 1,300 | 27,000 | 2.09% | ||
| 10 | SEARLE & CO. | 675 | 14,000 | 1.08% | ||
| 11 | Tower Research Capital LLC (TRC) | 124 | 3,000 | 0.23% | ||
| 12 | AMERICAN INTERNATIONAL GROUP, INC. | 100 | 2,103 | 0.16% | ||
| 13 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 100 | 2,000 | 0.15% | ||
| 14 | BARCLAYS PLC | 74 | 2,000 | 0.15% | ||
| 15 | Creative Planning | 57 | 1,000 | 0.08% | ||
| 16 | NEXT Financial Group, Inc | 25 | 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.
