| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Tradewinds Capital Management, LLC | 0 | 0 | 0.00% | ||
| 2 | BANK OF MONTREAL /CAN/ | 150 | 4,000 | 2.05% | ||
| 3 | Creative Planning | 688 | 16,000 | 8.21% | ||
| 4 | UBS Group AG | 2,123 | 50,000 | 25.64% | ||
| 5 | ROYAL BANK OF CANADA | 2,400 | 56,000 | 28.72% | ||
| 6 | FIFTH THIRD BANCORP | 2,900 | 69,000 | 35.38% |
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.
