| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Creative Planning | 387 | 10,000 | 0.32% | ||
| 2 | AMERIPRISE FINANCIAL INC | 500 | 13,000 | 0.42% | ||
| 3 | MSI Financial Services Inc | 2,459 | 65,000 | 2.09% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 10,314 | 274,000 | 8.80% | ||
| 5 | LPL Financial LLC | 14,039 | 374,000 | 12.01% | ||
| 6 | ROYAL BANK OF CANADA | 28,207 | 751,000 | 24.11% | ||
| 7 | MORGAN STANLEY | 28,210 | 751,000 | 24.11% | ||
| 8 | PNC FINANCIAL SERVICES GROUP, INC. | 33,000 | 877,000 | 28.15% |
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.
