| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | COOKSON PEIRCE & CO INC | 27,965 | 713,000 | 93.32% | SH | |
| 2 | UBS Group AG | 1,528 | 39,000 | 5.10% | ||
| 3 | Creative Planning | 424 | 11,000 | 1.44% | ||
| 4 | MORGAN STANLEY | 50 | 1,000 | 0.13% |
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.
