| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 18,334 | 920,000 | 33.76% | ||
| 2 | CIBC Private Wealth Group LLC | 17,682 | 873,000 | 32.04% | ||
| 3 | US FINANCIAL ADVISORS, LLC | 8,800 | 435,000 | 15.96% | ||
| 4 | MORGAN STANLEY | 4,560 | 225,000 | 8.26% | ||
| 5 | UBS Group AG | 4,311 | 213,000 | 7.82% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 680 | 34,000 | 1.25% | ||
| 7 | Aris Wealth Services, Inc. | 249 | 12,000 | 0.44% | ||
| 8 | BOSTON PRIVATE BANK & TRUST CO | 120 | 6,000 | 0.22% | ||
| 9 | CITIGROUP INC | 83 | 4,000 | 0.15% | ||
| 10 | Alexandria Capital, LLC | 60 | 3,000 | 0.11% | ||
| 11 | 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.
