| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ROYAL BANK OF CANADA | 3,350 | 84,000 | 2.62% | ||
| 2 | CORNERSTONE FINANCIAL PARTNERS, LLC | 50,946 | 1,278,000 | 39.90% | ||
| 3 | LPL Financial LLC | 73,270 | 1,841,000 | 57.48% |
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.
