| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 62,397 | 468,000 | 58.57% | ||
| 2 | PNC FINANCIAL SERVICES GROUP, INC. | 18,000 | 135,000 | 16.90% | ||
| 3 | GOODWIN DANIEL L | 11,300 | 85,000 | 10.64% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 8,216 | 62,000 | 7.76% | ||
| 5 | MORGAN STANLEY | 2,600 | 20,000 | 2.50% | ||
| 6 | ROYAL BANK OF CANADA | 2,200 | 17,000 | 2.13% | ||
| 7 | UBS Group AG | 500 | 4,000 | 0.50% | ||
| 8 | IFP ADVISORS, INC | 400 | 3,000 | 0.38% | ||
| 9 | SONORA INVESTMENT MANAGEMENT, LLC | 215 | 2,000 | 0.25% | ||
| 10 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 100 | 1,000 | 0.13% | ||
| 11 | REILLY FINANCIAL ADVISORS, LLC | 100 | 1,000 | 0.13% | ||
| 12 | AMERICAN INTERNATIONAL GROUP, INC. | 100 | 1,000 | 0.13% | ||
| 13 | BARCLAYS PLC | 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.
