| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Constellation Wealth Advisors, LLC | 1,078,896 | 13,767,000 | 90.85% | ||
| 2 | ROTHSCHILD INVESTMENT LLC /IL | 57,816 | 738,000 | 4.87% | ||
| 3 | Cetera Advisors LLC | 21,224 | 271,000 | 1.79% | ||
| 4 | HOLLENCREST CAPITAL MANAGEMENT | 14,826 | 189,000 | 1.25% | ||
| 5 | Cetera Advisor Networks LLC | 14,750 | 188,000 | 1.24% |
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.
