| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LGT CAPITAL PARTNERS LTD. | 450,000 | 12,820,000 | 55.00% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 127,971 | 3,646,000 | 15.64% | ||
| 3 | WELLS FARGO & COMPANY/MN | 101,728 | 2,898,000 | 12.43% | ||
| 4 | Pure Financial Advisors, LLC | 37,731 | 1,066,000 | 4.57% | ||
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 29,563 | 842,000 | 3.61% | ||
| 6 | MORGAN STANLEY | 22,577 | 643,000 | 2.76% | ||
| 7 | Raymond James Financial Services Advisors, Inc. | 17,210 | 490,000 | 2.10% | ||
| 8 | BINGHAM OSBORN & SCARBOROUGH LLC | 8,500 | 242,000 | 1.04% | ||
| 9 | BOKF, NA | 7,991 | 227,000 | 0.97% | ||
| 10 | ROPES WEALTH ADVISORS LLC | 7,142 | 203,000 | 0.87% | ||
| 11 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 4,247 | 121,000 | 0.52% | ||
| 12 | MSI Financial Services Inc | 1,533 | 44,000 | 0.19% | ||
| 13 | UBS Group AG | 1,001 | 29,000 | 0.12% | ||
| 14 | AMERICAN INTERNATIONAL GROUP, INC. | 500 | 15,000 | 0.06% | ||
| 15 | Evercore Wealth Management, LLC | 400 | 11,000 | 0.05% | ||
| 16 | Commonwealth Financial Services, LLC | 348 | 10,000 | 0.04% | ||
| 17 | Parallax Volatility Advisers, L.P. | 1 | 0 | 0.00% |
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.
