| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Constellation Wealth Advisors, LLC | 1,029,695 | 12,459,000 | 90.94% | ||
| 2 | ROTHSCHILD INVESTMENT LLC /IL | 64,016 | 775,000 | 5.66% | ||
| 3 | Cetera Advisors LLC | 23,400 | 281,000 | 2.05% | ||
| 4 | HOLLENCREST CAPITAL MANAGEMENT | 15,326 | 185,000 | 1.35% |
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.
