| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Destination Wealth Management | 15,000 | 9,000 | 28.31% | ||
| 2 | Edge Wealth Management LLC | 16,000 | 9,000 | 28.31% | ||
| 3 | Highlander Capital Management, LLC | 10,000 | 5,795 | 18.23% | ||
| 4 | BLAIR WILLIAM & CO/IL | 10,000 | 5,000 | 15.73% | ||
| 5 | American Research & Management Co. | 5,000 | 3,000 | 9.44% |
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.
