| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 70,322 | 577,000 | 65.09% | ||
| 2 | GOODWIN DANIEL L | 11,300 | 93,000 | 10.49% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 8,216 | 67,000 | 7.56% | ||
| 4 | Mraz, Amerine & Associates, Inc. | 7,471 | 61,352 | 6.92% | ||
| 5 | MORGAN STANLEY | 2,600 | 21,000 | 2.37% | ||
| 6 | GENEOS WEALTH MANAGEMENT INC. | 2,278 | 18,000 | 2.03% | ||
| 7 | ROYAL BANK OF CANADA | 2,200 | 18,000 | 2.03% | ||
| 8 | PNC FINANCIAL SERVICES GROUP, INC. | 2,000 | 16,000 | 1.81% | ||
| 9 | UBS Group AG | 500 | 4,000 | 0.45% | ||
| 10 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 300 | 3,000 | 0.34% | ||
| 11 | IFP ADVISORS, INC | 400 | 3,000 | 0.34% | ||
| 12 | SONORA INVESTMENT MANAGEMENT, LLC | 215 | 2,045 | 0.23% | ||
| 13 | AMERICAN INTERNATIONAL GROUP, INC. | 100 | 1,000 | 0.11% | ||
| 14 | REILLY FINANCIAL ADVISORS, LLC | 100 | 1,000 | 0.11% | ||
| 15 | Tower Research Capital LLC (TRC) | 142 | 1,000 | 0.11% | ||
| 16 | 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.
