| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Constellation Wealth Advisors, LLC | 22,988 | 1,412,000 | 71.89% | ||
| 2 | World Asset Management Inc | 8,933 | 549,000 | 27.95% | ||
| 3 | Cornerstone Advisors, Inc. | 49 | 3,000 | 0.15% |
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.
