| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ROYAL BANK OF CANADA | 145 | 0 | 0.00% | ||
| 2 | JPMORGAN CHASE & CO | 31 | 0 | 0.00% | ||
| 3 | DEUTSCHE BANK AG\ | 258 | 0 | 0.00% | ||
| 4 | UBS Group AG | 10,070 | 7,000 | 6.14% | ||
| 5 | Creative Planning | 10,000 | 7,000 | 6.14% | ||
| 6 | Evercore Wealth Management, LLC | 13,158 | 9,000 | 7.89% | ||
| 7 | CITADEL ADVISORS LLC | 20,324 | 13,000 | 11.40% | ||
| 8 | Focused Wealth Management, Inc | 21,150 | 14,000 | 12.28% | ||
| 9 | BlackRock Fund Advisors | 23,080 | 15,000 | 13.16% | ||
| 10 | BARCLAYS PLC | 25,000 | 16,000 | 14.04% | ||
| 11 | Bank of New York Mellon Corp | 51,136 | 33,000 | 28.95% |
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.
