| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Services Advisors, Inc. | 129,580 | 413,000 | 82.93% | ||
| 2 | GOLDMAN SACHS GROUP INC | 14,962 | 48,000 | 9.64% | ||
| 3 | BANK OF MONTREAL /CAN/ | 8,524 | 34,000 | 6.83% | ||
| 4 | Hartford Financial Management Inc. | 180 | 1,000 | 0.20% | ||
| 5 | Tower Research Capital LLC (TRC) | 400 | 1,000 | 0.20% | ||
| 6 | UBS Group AG | 378 | 1,000 | 0.20% |
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.