| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | INTERCONTINENTAL WEALTH ADVISORS, LLC | 7,741 | 291,000 | 50.26% | ||
| 2 | Fisher Asset Management, LLC | 5,676 | 213,000 | 36.79% | ||
| 3 | GLENMEDE TRUST CO NA | 1,356 | 50,000 | 8.64% | ||
| 4 | INTERACTIVE FINANCIAL ADVISORS, INC. | 657 | 25,000 | 4.32% |
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.
