| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SUMMIT CAPITAL MANAGEMENT LLC | 189,574 | 14,144,000 | 91.93% | ||
| 2 | Veritable, L.P. | 6,425 | 479,000 | 3.11% | ||
| 3 | SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 5,432 | 405,000 | 2.63% | ||
| 4 | J.P. Morgan Private Wealth Advisors LLC | 2,981 | 222,000 | 1.44% | ||
| 5 | SYNOVUS FINANCIAL CORP | 1,800 | 134,000 | 0.87% | ||
| 6 | Plante Moran Financial Advisors, LLC | 11 | 1,000 | 0.01% |
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.
