| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NewSquare Capital LLC | 145 | 4,000 | 9.30% | ||
| 2 | UBS Group AG | 1,604 | 39,000 | 90.70% |
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.