| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Constellation Wealth Advisors, LLC | 55,200 | 1,722,000 | 58.95% | ||
| 2 | Belmont Global Advisors, Inc. | 30,900 | 964,000 | 33.00% | ||
| 3 | FORBES J M & CO LLP | 7,000 | 218,000 | 7.46% | ||
| 4 | SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 550 | 17,000 | 0.58% |
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.
