| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Linscomb Wealth, Inc. | 136,847 | 4,122,000 | 64.67% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 20,885 | 629,000 | 9.87% | ||
| 3 | ROYAL BANK OF CANADA | 16,254 | 489,000 | 7.67% | ||
| 4 | MORGAN STANLEY | 16,073 | 484,000 | 7.59% | ||
| 5 | LPL Financial LLC | 12,952 | 389,000 | 6.10% | ||
| 6 | CADENCE BANK NA | 6,885 | 207,000 | 3.25% | ||
| 7 | UBS Group AG | 1,806 | 54,000 | 0.85% | ||
| 8 | Parallax Volatility Advisers, L.P. | 1 | 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.
