| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MOTCO | 82,704 | 856,000 | 67.45% | ||
| 2 | SOMERVILLE KURT F | 29,728 | 308,000 | 24.27% | ||
| 3 | LPL Financial LLC | 10,153 | 105,000 | 8.27% |
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.
