| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 27,500 | 1,294,000 | 50.89% | ||
| 2 | CIBC Private Wealth Group LLC | 17,682 | 836,000 | 32.88% | ||
| 3 | MORGAN STANLEY | 4,560 | 216,000 | 8.49% | ||
| 4 | UBS AG | 2,082 | 99,000 | 3.89% | ||
| 5 | AMERICAN INTERNATIONAL GROUP, INC. | 1,200 | 56,754 | 2.23% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 680 | 32,000 | 1.26% | ||
| 7 | BOSTON PRIVATE BANK & TRUST CO | 120 | 6,000 | 0.24% | ||
| 8 | Alexandria Capital, LLC | 60 | 3,000 | 0.12% | ||
| 9 | 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.
