| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Wolf Group Capital Advisors | 35,590 | 63,000 | 44.06% | ||
| 2 | COMERICA BANK | 21,584 | 38,000 | 26.57% | ||
| 3 | World Asset Management Inc | 21,797 | 38,000 | 26.57% | ||
| 4 | MORGAN STANLEY | 2,000 | 4,000 | 2.80% | ||
| 5 | CITIGROUP INC | 1 | 0 | 0.00% | ||
| 6 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 100 | 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.
