| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Constellation Wealth Advisors, LLC | 1,091,997 | 13,268,000 | 90.41% | ||
| 2 | ROTHSCHILD INVESTMENT LLC /IL | 59,004 | 717,000 | 4.89% | ||
| 3 | Cetera Advisors LLC | 27,524 | 332,000 | 2.26% | ||
| 4 | HOLLENCREST CAPITAL MANAGEMENT | 14,826 | 180,000 | 1.23% | ||
| 5 | Cetera Advisor Networks LLC | 14,750 | 179,000 | 1.22% |
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.
