| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | J.P. Morgan Private Wealth Advisors LLC | 41,853 | 3,341,000 | 83.71% | ||
| 2 | SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 3,963 | 316,000 | 7.92% | ||
| 3 | SYNOVUS FINANCIAL CORP | 2,300 | 184,000 | 4.61% | ||
| 4 | Plante Moran Financial Advisors, LLC | 1,876 | 150,000 | 3.76% |
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.
