| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 29,163 | 408,000 | 37.64% | ||
| 2 | PNC FINANCIAL SERVICES GROUP, INC. | 16,000 | 224,000 | 20.66% | ||
| 3 | GOODWIN DANIEL L | 11,300 | 158,000 | 14.57% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 7,036 | 98,000 | 9.04% | ||
| 5 | BlackRock Institutional Trust Company, N.A. | 5,434 | 76,000 | 7.01% | ||
| 6 | MORGAN STANLEY | 2,600 | 36,000 | 3.32% | ||
| 7 | ROYAL BANK OF CANADA | 2,200 | 31,000 | 2.86% | ||
| 8 | REILLY FINANCIAL ADVISORS, LLC | 1,300 | 18,000 | 1.66% | ||
| 9 | UBS Group AG | 1,000 | 14,000 | 1.29% | ||
| 10 | SEARLE & CO. | 675 | 9,000 | 0.83% | ||
| 11 | Tower Research Capital LLC (TRC) | 480 | 7,000 | 0.65% | ||
| 12 | AMERICAN INTERNATIONAL GROUP, INC. | 291 | 4,074 | 0.38% | ||
| 13 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 100 | 1,000 | 0.09% | ||
| 14 | 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.
