| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 2,286,348 | 14,861,000 | 86.94% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 267,549 | 1,739,000 | 10.17% | ||
| 3 | Veritable, L.P. | 20,000 | 130,000 | 0.76% | ||
| 4 | MDE Group | 17,169 | 112,000 | 0.66% | ||
| 5 | FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 14,000 | 91,000 | 0.53% | ||
| 6 | GOLDMAN SACHS GROUP INC | 13,423 | 87,000 | 0.51% | ||
| 7 | UBS AG | 6,370 | 41,000 | 0.24% | ||
| 8 | Sandy Spring Bank | 5,055 | 33,000 | 0.19% |
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.
