| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Constellation Wealth Advisors, LLC | 1,111,375 | 12,247,000 | 90.30% | ||
| 2 | ROTHSCHILD INVESTMENT LLC /IL | 61,754 | 681,000 | 5.02% | ||
| 3 | Cetera Advisors LLC | 23,381 | 261,000 | 1.92% | ||
| 4 | HOLLENCREST CAPITAL MANAGEMENT | 14,826 | 163,000 | 1.20% | ||
| 5 | Cetera Advisor Networks LLC | 14,750 | 163,000 | 1.20% | ||
| 6 | Leisure Capital Management | 3,112 | 34,000 | 0.25% | ||
| 7 | First City Capital Management, Inc. | 1,250 | 13,775 | 0.10% |
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.
