| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ALLIANCEBERNSTEIN L.P. | 38,600 | 233,000 | 51.32% | ||
| 2 | Modera Wealth Management, LLC | 20,702 | 125,000 | 27.53% | ||
| 3 | MORGAN STANLEY | 11,746 | 71,000 | 15.64% | ||
| 4 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 1,302 | 8,000 | 1.76% | ||
| 5 | UBS Group AG | 982 | 6,000 | 1.32% | ||
| 6 | BlackRock Investment Management, LLC | 765 | 5,000 | 1.10% | ||
| 7 | Tower Research Capital LLC (TRC) | 436 | 3,000 | 0.66% | ||
| 8 | Highlander Capital Management, LLC | 578 | 3,000 | 0.66% | ||
| 9 | 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.
