| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SCHRODER INVESTMENT MANAGEMENT GROUP | 77,843 | 4,879,200 | 50.25% | ||
| 2 | Apriem Advisors | 61,875 | 3,878,000 | 39.94% | ||
| 3 | LBA Wealth Management, LLC | 14,399 | 903,000 | 9.30% | ||
| 4 | Lenox Wealth Advisors, LLC | 744 | 47,000 | 0.48% | ||
| 5 | JFS WEALTH ADVISORS, LLC | 32 | 2,000 | 0.02% |
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.
