| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Wolf Group Capital Advisors | 191,990 | 785,000 | 81.10% | ||
| 2 | World Asset Management Inc | 21,354 | 85,000 | 8.78% | ||
| 3 | COMERICA BANK | 20,704 | 83,000 | 8.57% | ||
| 4 | MORGAN STANLEY | 2,000 | 8,000 | 0.83% | ||
| 5 | UBS Group AG | 1,867 | 7,000 | 0.72% | ||
| 6 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 100 | 0 | 0.00% | ||
| 7 | CITIGROUP INC | 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.
