| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | OLD MISSION CAPITAL LLC | 15,333 | 324,000 | 18.79% | ||
| 2 | MORGAN STANLEY | 14,340 | 303,000 | 17.58% | ||
| 3 | ADVISOR GROUP, INC. | 12,578 | 265,000 | 15.37% | ||
| 4 | YHB Investment Advisors, Inc. | 10,937 | 231,000 | 13.40% | ||
| 5 | Argentus Capital Management, LLC | 8,529 | 180,000 | 10.44% | ||
| 6 | UBS Group AG | 8,200 | 173,000 | 10.03% | ||
| 7 | Edge Wealth Management LLC | 5,469 | 118,000 | 6.84% | SH | |
| 8 | BANK OF AMERICA CORP /DE/ | 3,646 | 77,000 | 4.47% | ||
| 9 | WELLS FARGO & COMPANY/MN | 1,823 | 38,000 | 2.20% | ||
| 10 | BANK OF MONTREAL /CAN/ | 714 | 15,000 | 0.87% |
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.
