| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 427,348 | 19,047,000 | 58.33% | ||
| 2 | MORGAN STANLEY | 178,042 | 7,935,000 | 24.30% | ||
| 3 | HighTower Advisors, LLC | 57,009 | 2,546,000 | 7.80% | ||
| 4 | BANK HAPOALIM BM | 27,185 | 1,212,000 | 3.71% | ||
| 5 | UBS Group AG | 8,314 | 371,000 | 1.14% | ||
| 6 | SPINNAKER TRUST | 7,610 | 339,000 | 1.04% | ||
| 7 | LPL Financial LLC | 5,740 | 248,000 | 0.76% | ||
| 8 | GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT | 5,160 | 229,000 | 0.70% | ||
| 9 | HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD. | 4,437 | 198,000 | 0.61% | ||
| 10 | Compagnie Lombard Odier SCmA | 3,800 | 169,000 | 0.52% | ||
| 11 | WELLS FARGO & COMPANY/MN | 3,698 | 165,000 | 0.51% | ||
| 12 | PNC FINANCIAL SERVICES GROUP, INC. | 2,057 | 92,000 | 0.28% | ||
| 13 | MSI Financial Services Inc | 694 | 31,000 | 0.09% | ||
| 14 | WFG Advisors, LP | 514 | 23,000 | 0.07% | ||
| 15 | ROYAL BANK OF CANADA | 483 | 22,000 | 0.07% | ||
| 16 | AMERICAN INTERNATIONAL GROUP, INC. | 462 | 21,000 | 0.06% | ||
| 17 | WEALTHPLAN PARTNERS, LLC | 80 | 3,566 | 0.01% | ||
| 18 | MINICHMACGREGOR WEALTH MANAGEMENT, LLC | 29 | 2,000 | 0.01% | ||
| 19 | Parallax Volatility Advisers, L.P. | 2 | 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.
