| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Constellation Wealth Advisors, LLC | 1,102,367 | 11,784,000 | 89.89% | ||
| 2 | ROTHSCHILD INVESTMENT LLC /IL | 58,254 | 623,000 | 4.75% | ||
| 3 | PINNACLE ASSOCIATES LTD | 28,690 | 307,000 | 2.34% | ||
| 4 | J.P. Morgan Private Wealth Advisors LLC | 22,216 | 237,000 | 1.81% | ||
| 5 | HOLLENCREST CAPITAL MANAGEMENT | 14,826 | 158,000 | 1.21% |
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.
