| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CITY NATIONAL BANK | 22,930 | 132,000 | 39.05% | ||
| 2 | Modera Wealth Management, LLC | 20,702 | 119,000 | 35.21% | ||
| 3 | MORGAN STANLEY | 11,747 | 67,000 | 19.82% | ||
| 4 | UBS Group AG | 1,818 | 10,000 | 2.96% | ||
| 5 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 1,302 | 7,000 | 2.07% | ||
| 6 | Highlander Capital Management, LLC | 578 | 3,000 | 0.89% | ||
| 7 | WELLS FARGO & COMPANY/MN | 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.
