| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Leonetti & Associates, LLC | 78,400 | 5,102,000 | 45.40% | ||
| 2 | Constellation Wealth Advisors, LLC | 70,850 | 4,611,000 | 41.03% | ||
| 3 | World Asset Management Inc | 11,099 | 722,000 | 6.43% | ||
| 4 | MARK ASSET MANAGEMENT LP | 330 | 274,000 | 2.44% | Call | |
| 5 | Veritable, L.P. | 4,213 | 274,000 | 2.44% | ||
| 6 | REYNOLDS CAPITAL MANAGEMENT LLC | 3,900 | 254,000 | 2.26% |
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.
