| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | COMERICA BANK | 94,142 | 44,000 | 84.62% | ||
| 2 | Point View Wealth Management, Inc. | 12,811 | 6,000 | 11.54% | ||
| 3 | WEALTHFRONT CORP | 3,600 | 2,000 | 3.85% | ||
| 4 | Brookstone Capital Management | 1,000 | 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.
