| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CIBC Private Wealth Group LLC | 17,682 | 828,000 | 74.86% | ||
| 2 | MORGAN STANLEY | 4,560 | 207,000 | 18.72% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 1,280 | 58,000 | 5.24% | ||
| 4 | WELLS FARGO & COMPANY/MN | 120 | 5,000 | 0.45% | ||
| 5 | BOSTON PRIVATE BANK & TRUST CO | 120 | 5,000 | 0.45% | ||
| 6 | UBS AG | 60 | 3,000 | 0.27% |
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.
