| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 74,536 | 2,119,000 | 29.38% | ||
| 2 | ROYAL BANK OF CANADA | 68,089 | 1,936,000 | 26.84% | ||
| 3 | Linscomb Wealth, Inc. | 55,614 | 1,581,000 | 21.92% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 45,483 | 1,293,000 | 17.93% | ||
| 5 | AMERIPRISE FINANCIAL INC | 9,871 | 281,000 | 3.90% | ||
| 6 | Tower Research Capital LLC (TRC) | 102 | 3,000 | 0.04% |
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.
