| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 230,125 | 87,000 | 66.58% | ||
| 2 | UBS AG | 41,993 | 16,000 | 12.24% | ||
| 3 | NATIONAL PLANNING CORP | 38,040 | 14,000 | 10.71% | ||
| 4 | BADGLEY PHELPS & BELL INC | 20,000 | 8,000 | 6.12% | ||
| 5 | BANK OF MONTREAL /CAN/ | 7,400 | 3,000 | 2.30% | ||
| 6 | PIERSHALE FINANCIAL GROUP, INC. | 5,000 | 2,000 | 1.53% | ||
| 7 | AMERICAN INTERNATIONAL GROUP, INC. | 1,800 | 677 | 0.52% |
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.
