| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 7,761 | 33,000 | 45.83% | ||
| 2 | MORGAN STANLEY | 5,435 | 24,000 | 33.33% | ||
| 3 | UBS Group AG | 2,865 | 12,000 | 16.67% | ||
| 4 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 500 | 2,000 | 2.78% | ||
| 5 | US BANCORP \DE\ | 325 | 1,000 | 1.39% |
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.