| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | OPPENHEIMER & CO INC | 21,874 | 393,000 | 31.29% | ||
| 2 | YHB Investment Advisors, Inc. | 10,937 | 196,000 | 15.61% | ||
| 3 | MORGAN STANLEY | 10,938 | 196,000 | 15.61% | ||
| 4 | Argentus Capital Management, LLC | 10,251 | 184,000 | 14.65% | ||
| 5 | Edge Wealth Management LLC | 5,469 | 98,000 | 7.80% | SH | |
| 6 | UBS Group AG | 4,193 | 75,000 | 5.97% | ||
| 7 | BANK OF AMERICA CORP /DE/ | 3,646 | 65,000 | 5.18% | ||
| 8 | WELLS FARGO & COMPANY/MN | 1,608 | 29,000 | 2.31% | ||
| 9 | BANK OF MONTREAL /CAN/ | 714 | 13,000 | 1.04% | ||
| 10 | AMERICAN INTERNATIONAL GROUP, INC. | 364 | 7,000 | 0.56% |
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.
