| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Narwhal Capital Management | 11,600 | 637,000 | 38.42% | ||
| 2 | Long Wharf Investors, Inc. | 9,500 | 521,000 | 31.42% | ||
| 3 | Cambridge Investment Research Advisors, Inc. | 4,811 | 264,000 | 15.92% | ||
| 4 | MORGAN STANLEY | 3,410 | 187,000 | 11.28% | ||
| 5 | Ground Swell Capital, LLC | 500 | 27,000 | 1.63% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 206 | 11,000 | 0.66% | ||
| 7 | Tower Research Capital LLC (TRC) | 110 | 6,000 | 0.36% | ||
| 8 | ROYAL BANK OF CANADA | 57 | 3,000 | 0.18% | ||
| 9 | Hirtle Callaghan & Co LLC | 10 | 1,000 | 0.06% | ||
| 10 | WEALTHFRONT CORP | 14 | 1,000 | 0.06% |
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.
