| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 1 | 0 | 0.00% | ||
| 2 | Aris Wealth Services, Inc. | 249 | 12,000 | 0.44% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 680 | 34,000 | 1.26% | ||
| 4 | UBS Group AG | 2,208 | 110,000 | 4.07% | ||
| 5 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 4,000 | 200,000 | 7.40% | ||
| 6 | MORGAN STANLEY | 4,560 | 228,000 | 8.44% | ||
| 7 | US FINANCIAL ADVISORS, LLC | 8,800 | 440,000 | 16.28% | ||
| 8 | LPL Financial LLC | 15,884 | 794,000 | 29.39% | ||
| 9 | CIBC Private Wealth Group LLC | 17,682 | 884,000 | 32.72% |
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.
