| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 34,642 | 1,895,000 | 40.96% | ||
| 2 | CIBC Private Wealth Group LLC | 17,682 | 953,000 | 20.60% | ||
| 3 | Commonwealth Equity Services, Inc | 8,227 | 444,000 | 9.60% | ||
| 4 | Curbstone Financial Management Corp | 7,500 | 404,000 | 8.73% | ||
| 5 | US FINANCIAL ADVISORS, LLC | 7,000 | 377,000 | 8.15% | ||
| 6 | MORGAN STANLEY | 5,060 | 273,000 | 5.90% | ||
| 7 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 4,000 | 215,000 | 4.65% | ||
| 8 | BANK OF AMERICA CORP /DE/ | 680 | 37,000 | 0.80% | ||
| 9 | ASSETMARK, INC | 249 | 13,000 | 0.28% | ||
| 10 | Tower Research Capital LLC (TRC) | 240 | 13,000 | 0.28% | ||
| 11 | CITIGROUP INC | 35 | 2,000 | 0.04% | ||
| 12 | 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.
