| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 34,642 | 1,749,000 | 48.31% | ||
| 2 | CIBC Private Wealth Group LLC | 17,682 | 897,000 | 24.78% | ||
| 3 | US FINANCIAL ADVISORS, LLC | 8,291 | 421,000 | 11.63% | ||
| 4 | MORGAN STANLEY | 5,660 | 287,000 | 7.93% | ||
| 5 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 4,000 | 202,000 | 5.58% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 680 | 35,000 | 0.97% | ||
| 7 | UBS Group AG | 320 | 16,000 | 0.44% | ||
| 8 | ASSETMARK, INC | 249 | 13,000 | 0.36% | ||
| 9 | WELLS FARGO & COMPANY/MN | 1 | 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.
