| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CIBC Private Wealth Group LLC | 17,682 | 841,000 | 34.90% | ||
| 2 | LPL Financial LLC | 17,321 | 837,000 | 34.73% | ||
| 3 | US FINANCIAL ADVISORS, LLC | 8,400 | 399,000 | 16.56% | ||
| 4 | MORGAN STANLEY | 5,460 | 260,000 | 10.79% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 680 | 32,000 | 1.33% | ||
| 6 | CITIGROUP INC | 319 | 15,000 | 0.62% | ||
| 7 | WELLS FARGO & COMPANY/MN | 301 | 14,000 | 0.58% | ||
| 8 | Aris Wealth Services, Inc. | 249 | 12,000 | 0.50% | ||
| 9 | UBS Group AG | 7 | 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.
