| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 26,215 | 58,000 | 90.62% | ||
| 2 | UBS Group AG | 2,295 | 5,000 | 7.81% | ||
| 3 | PATHSTONE FAMILY OFFICE, LLC | 666 | 1,000 | 1.56% |
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.
