| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 4,046 | 15,000 | 28.42% | ||
| 2 | B. Riley Wealth Advisors, Inc. | 3,200 | 11,776 | 22.31% | ||
| 3 | Tower Research Capital LLC (TRC) | 2,255 | 8,000 | 15.16% | ||
| 4 | MORGAN STANLEY | 2,303 | 8,000 | 15.16% | ||
| 5 | UBS AG | 1,427 | 5,000 | 9.47% | ||
| 6 | Baltimore-Washington Financial Advisors, Inc. | 1,110 | 4,000 | 7.58% | ||
| 7 | Creative Planning | 200 | 1,000 | 1.89% | ||
| 8 | CITIGROUP INC | 60 | 0 | 0.00% | ||
| 9 | AMERIPRISE FINANCIAL INC | 78 | 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.
