| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CIBC Private Wealth Group LLC | 17,682 | 869,000 | 67.58% | ||
| 2 | MORGAN STANLEY | 4,560 | 224,000 | 17.42% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 1,280 | 62,000 | 4.82% | ||
| 4 | AMERICAN INTERNATIONAL GROUP, INC. | 1,200 | 58,968 | 4.59% | ||
| 5 | UBS AG | 957 | 47,000 | 3.65% | ||
| 6 | Ground Swell Capital, LLC | 384 | 19,000 | 1.48% | ||
| 7 | BOSTON PRIVATE BANK & TRUST CO | 120 | 6,000 | 0.47% | ||
| 8 | WELLS FARGO & COMPANY/MN | 2 | 0 | 0.00% |
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.
