| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | Yellowstone Partners, LLC | 9,300 | 229,000 | 0.04% | ||
| 52 | ADVISOR GROUP, INC. | 8,525 | 210,000 | 0.04% | ||
| 53 | BANK OF MONTREAL /CAN/ | 6,481 | 160,000 | 0.03% | ||
| 54 | BLACKROCK ADVISORS LLC | 5,768 | 142,000 | 0.03% | ||
| 55 | Creative Planning | 4,200 | 103,000 | 0.02% | ||
| 56 | ACR Alpine Capital Research, LLC | 4,000 | 99,000 | 0.02% | ||
| 57 | ADVISORY RESEARCH INC | 3,000 | 61,000 | 0.01% | ||
| 58 | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1,740 | 43,000 | 0.01% | PRN | |
| 59 | Highlander Capital Management, LLC | 1,063 | 26,000 | 0.00% | ||
| 60 | FIDUCIARY GROUP, LLC | 1,000 | 25,000 | 0.00% | ||
| 61 | CUTLER GROUP LLC / CA | 699 | 17,000 | 0.00% | ||
| 62 | Psagot Value Holdings Ltd. | 600 | 15,000 | 0.00% | ||
| 63 | Winslow, Evans & Crocker, Inc. | 200 | 4,926 | 0.00% |
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.
