| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 43,964 | 434,000 | 45.93% | ||
| 2 | PNC FINANCIAL SERVICES GROUP, INC. | 18,000 | 178,000 | 18.84% | ||
| 3 | GOODWIN DANIEL L | 11,300 | 111,000 | 11.75% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 11,236 | 110,000 | 11.64% | ||
| 5 | UBS Group AG | 2,932 | 29,000 | 3.07% | ||
| 6 | MORGAN STANLEY | 2,600 | 26,000 | 2.75% | ||
| 7 | ROYAL BANK OF CANADA | 2,300 | 23,000 | 2.43% | ||
| 8 | REILLY FINANCIAL ADVISORS, LLC | 1,300 | 13,000 | 1.38% | ||
| 9 | BARCLAYS PLC | 1,332 | 12,000 | 1.27% | ||
| 10 | Tower Research Capital LLC (TRC) | 300 | 3,000 | 0.32% | ||
| 11 | SONORA INVESTMENT MANAGEMENT, LLC | 215 | 3,000 | 0.32% | ||
| 12 | AMERICAN INTERNATIONAL GROUP, INC. | 100 | 1,000 | 0.11% | ||
| 13 | CITIGROUP INC | 86 | 1,000 | 0.11% | ||
| 14 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 100 | 1,000 | 0.11% | ||
| 15 | 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.
