| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 150 | 0 | 0.00% | ||
| 2 | BlackRock Fund Advisors | 3,544 | 2,000 | 1.96% | ||
| 3 | UBS Group AG | 8,689 | 5,000 | 4.90% | ||
| 4 | GOLDMAN SACHS GROUP INC | 15,389 | 8,000 | 7.84% | ||
| 5 | HighTower Advisors, LLC | 66,400 | 36,000 | 35.29% | ||
| 6 | VANGUARD GROUP INC | 94,218 | 51,000 | 50.00% |
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.
