| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | J.P. Morgan Private Wealth Advisors LLC | 33,461 | 2,729,000 | 83.81% | ||
| 2 | SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 4,152 | 339,000 | 10.41% | ||
| 3 | SYNOVUS FINANCIAL CORP | 2,300 | 188,000 | 5.77% |
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.
