| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 93,045 | 1,461,000 | 56.02% | ||
| 2 | SHAPIRO ROBERT N | 21,473 | 337,000 | 12.92% | ||
| 3 | Edge Wealth Management LLC | 12,783 | 201,000 | 7.71% | ||
| 4 | Commonwealth Equity Services, Inc | 11,452 | 180,000 | 6.90% | ||
| 5 | YHB Investment Advisors, Inc. | 11,451 | 180,000 | 6.90% | ||
| 6 | BANK OF MONTREAL /CAN/ | 10,737 | 169,000 | 6.48% | ||
| 7 | UBS AG | 4,910 | 77,000 | 2.95% | ||
| 8 | Ground Swell Capital, LLC | 176 | 3,000 | 0.12% | ||
| 9 | Tower Research Capital LLC (TRC) | 24 | 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.
