| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CIBC Private Wealth Group LLC | 17,682 | 1,070,000 | 29.02% | ||
| 2 | LPL Financial LLC | 17,321 | 1,065,000 | 28.89% | ||
| 3 | Commonwealth Equity Services, Inc | 8,174 | 495,000 | 13.43% | ||
| 4 | Curbstone Financial Management Corp | 7,000 | 424,000 | 11.50% | ||
| 5 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 4,000 | 241,000 | 6.54% | ||
| 6 | MORGAN STANLEY | 3,740 | 226,000 | 6.13% | ||
| 7 | WELLS FARGO & COMPANY/MN | 1,981 | 120,000 | 3.25% | ||
| 8 | Tower Research Capital LLC (TRC) | 319 | 19,000 | 0.52% | ||
| 9 | ASSETMARK, INC | 249 | 15,000 | 0.41% | ||
| 10 | BANK OF AMERICA CORP /DE/ | 200 | 12,000 | 0.33% |
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.
