| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 78,208 | 1,904,000 | 32.10% | ||
| 2 | MORGAN STANLEY | 43,916 | 1,069,000 | 18.02% | ||
| 3 | UBS AG | 39,087 | 952,000 | 16.05% | ||
| 4 | ROYAL BANK OF CANADA | 28,731 | 700,000 | 11.80% | ||
| 5 | RAYMOND JAMES & ASSOCIATES | 20,167 | 491,000 | 8.28% | ||
| 6 | CITIGROUP INC | 15,058 | 367,000 | 6.19% | ||
| 7 | Partnervest Advisory Services LLC | 6,000 | 146,000 | 2.46% | ||
| 8 | WELLS FARGO & COMPANY/MN | 5,505 | 134,000 | 2.26% | ||
| 9 | Apriem Advisors | 4,657 | 113,000 | 1.90% | ||
| 10 | AMERIPRISE FINANCIAL INC | 1,895 | 46,000 | 0.78% | ||
| 11 | NEW ENGLAND SECURITIES CORP /MA/ | 423 | 10,000 | 0.17% |
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.
