| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 73,588 | 802,000 | 48.48% | ||
| 2 | LUCAS CAPITAL MANAGEMENT | 26,765 | 292,000 | 17.65% | ||
| 3 | Hawkins Capital L.P. | 23,599 | 257,000 | 15.53% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 8,215 | 90,000 | 5.44% | ||
| 5 | DEUTSCHE BANK AG\ | 6,300 | 68,000 | 4.11% | ||
| 6 | ROYAL BANK OF CANADA | 4,700 | 51,000 | 3.08% | ||
| 7 | MORGAN STANLEY | 4,066 | 44,000 | 2.66% | ||
| 8 | GENEOS WEALTH MANAGEMENT INC. | 2,065 | 22,000 | 1.33% | ||
| 9 | FIFTH THIRD BANCORP | 1,000 | 11,000 | 0.66% | ||
| 10 | UBS Group AG | 500 | 5,000 | 0.30% | ||
| 11 | IFP ADVISORS, INC | 400 | 4,000 | 0.24% | ||
| 12 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 300 | 3,000 | 0.18% | ||
| 13 | SONORA INVESTMENT MANAGEMENT, LLC | 215 | 2,344 | 0.14% | ||
| 14 | Creative Planning | 200 | 2,000 | 0.12% | ||
| 15 | REILLY FINANCIAL ADVISORS, LLC | 100 | 1,000 | 0.06% | ||
| 16 | MSI Financial Services Inc | 14 | 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.
