| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 62 | 0 | 0.00% | ||
| 2 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 157 | 0 | 0.00% | ||
| 3 | Tower Research Capital LLC (TRC) | 362 | 1,000 | 0.32% | ||
| 4 | Creative Planning | 358 | 1,000 | 0.32% | ||
| 5 | BANK OF MONTREAL /CAN/ | 462 | 1,000 | 0.32% | ||
| 6 | BLACKROCK ADVISORS LLC | 985 | 2,000 | 0.65% | ||
| 7 | MORGAN STANLEY | 1,258 | 2,000 | 0.65% | ||
| 8 | ROYAL BANK OF CANADA | 3,500 | 6,000 | 1.95% | ||
| 9 | RMR Advisors LLC | 21,160 | 36,000 | 11.69% | ||
| 10 | Capstone Financial Advisors, Inc. | 23,700 | 41,000 | 13.31% | ||
| 11 | VANGUARD GROUP INC | 26,752 | 45,000 | 14.61% | ||
| 12 | LSV ASSET MANAGEMENT | 34,786 | 58,000 | 18.83% | ||
| 13 | BlackRock Institutional Trust Company, N.A. | 65,596 | 115,000 | 37.34% |
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.
