| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CIBC Private Wealth Group LLC | 17,682 | 1,034,000 | 25.02% | ||
| 2 | LPL Financial LLC | 17,321 | 1,022,000 | 24.73% | ||
| 3 | Commonwealth Equity Services, Inc | 8,151 | 469,000 | 11.35% | ||
| 4 | Curbstone Financial Management Corp | 7,000 | 402,000 | 9.73% | ||
| 5 | US FINANCIAL ADVISORS, LLC | 7,000 | 377,000 | 9.12% | ||
| 6 | MORGAN STANLEY | 5,060 | 291,000 | 7.04% | ||
| 7 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 4,000 | 231,000 | 5.59% | ||
| 8 | WADE G W & INC | 3,512 | 202,000 | 4.89% | ||
| 9 | BANK OF AMERICA CORP /DE/ | 680 | 39,000 | 0.94% | ||
| 10 | WELLS FARGO & COMPANY/MN | 661 | 38,000 | 0.92% | ||
| 11 | ASSETMARK, INC | 249 | 14,000 | 0.34% | ||
| 12 | Tower Research Capital LLC (TRC) | 240 | 14,000 | 0.34% |
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.
