| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CITY NATIONAL BANK | 169,517 | 5,099,000 | 44.61% | ||
| 2 | ROYAL BANK OF CANADA | 83,181 | 2,502,000 | 21.89% | ||
| 3 | ASSETMARK, INC | 62,388 | 1,877,000 | 16.42% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 24,543 | 738,000 | 6.46% | ||
| 5 | UBS Group AG | 23,000 | 692,000 | 6.05% | ||
| 6 | STATE STREET CORP | 14,197 | 427,000 | 3.74% | ||
| 7 | MORGAN STANLEY | 1,707 | 51,000 | 0.45% | ||
| 8 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 1,407 | 42,000 | 0.37% | ||
| 9 | WFG Advisors, LP | 17 | 1,000 | 0.01% | ||
| 10 | Parallax Volatility Advisers, L.P. | 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.
