| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 14,540 | 291,000 | 26.12% | ||
| 2 | ADVISOR GROUP, INC. | 12,578 | 251,000 | 22.53% | ||
| 3 | YHB Investment Advisors, Inc. | 10,937 | 219,000 | 19.66% | ||
| 4 | UBS Group AG | 7,847 | 157,000 | 14.09% | ||
| 5 | Edge Wealth Management LLC | 5,469 | 109,000 | 9.78% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 3,646 | 73,000 | 6.55% | ||
| 7 | BANK OF MONTREAL /CAN/ | 714 | 14,000 | 1.26% |
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.
