| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Inc | 19,600 | 579,000 | 89.49% | ||
| 2 | PNC FINANCIAL SERVICES GROUP, INC. | 1,104 | 32,000 | 4.95% | ||
| 3 | PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC | 700 | 20,000 | 3.09% | ||
| 4 | ADVISOR GROUP, INC. | 345 | 10,000 | 1.55% | ||
| 5 | Crestwood Advisors Group, LLC | 200 | 6,000 | 0.93% |
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.
