| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | REILLY FINANCIAL ADVISORS, LLC | 28 | 0 | 0.00% | ||
| 2 | Tower Research Capital LLC (TRC) | 100 | 0 | 0.00% | ||
| 3 | CITIGROUP INC | 1,053 | 1,000 | 0.14% | ||
| 4 | Creative Planning | 961 | 1,000 | 0.14% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 1,038 | 1,000 | 0.14% | ||
| 6 | BANK OF MONTREAL /CAN/ | 1,632 | 1,000 | 0.14% | ||
| 7 | WELLS FARGO & COMPANY/MN | 1,800 | 2,000 | 0.27% | ||
| 8 | ROYAL BANK OF CANADA | 9,852 | 8,000 | 1.08% | ||
| 9 | AMERICAN INTERNATIONAL GROUP, INC. | 11,050 | 9,000 | 1.22% | ||
| 10 | Bank of New York Mellon Corp | 17,500 | 15,000 | 2.03% | ||
| 11 | VANGUARD GROUP INC | 41,179 | 35,000 | 4.74% | ||
| 12 | MORGAN STANLEY | 53,635 | 46,000 | 6.22% | ||
| 13 | Palo Alto Investors LP | 191,600 | 163,000 | 22.06% | ||
| 14 | Gruss Capital Management LP | 538,000 | 457,000 | 61.84% |
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.
