| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Creative Planning | 500 | 10,000 | 1.14% | ||
| 2 | UBS Group AG | 869 | 18,000 | 2.04% | ||
| 3 | GOLDMAN SACHS GROUP INC | 40,371 | 853,000 | 96.82% |
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.
