| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CIBC Private Wealth Group LLC | 17,682 | 1,077,000 | 30.64% | ||
| 2 | LPL Financial LLC | 17,321 | 1,039,000 | 29.56% | ||
| 3 | Commonwealth Equity Services, Inc | 8,174 | 498,000 | 14.17% | ||
| 4 | MORGAN STANLEY | 4,800 | 292,000 | 8.31% | ||
| 5 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 4,000 | 242,000 | 6.88% | ||
| 6 | Curbstone Financial Management Corp | 3,500 | 213,000 | 6.06% | ||
| 7 | WELLS FARGO & COMPANY/MN | 1,981 | 121,000 | 3.44% | ||
| 8 | ASSETMARK, INC | 249 | 15,000 | 0.43% | ||
| 9 | BANK OF AMERICA CORP /DE/ | 200 | 12,000 | 0.34% | ||
| 10 | UBS Group AG | 106 | 6,000 | 0.17% |
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.
