| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Greenwich Wealth Management LLC | 222,700 | 16,061,000 | 95.02% | ||
| 2 | BBVA USA Bancshares, Inc. | 4,150 | 299,000 | 1.77% | ||
| 3 | Glassman Wealth Services | 3,868 | 279,000 | 1.65% | ||
| 4 | NCM Capital Advisers, Inc. | 3,400 | 245,000 | 1.45% | ||
| 5 | Gemmer Asset Management LLC | 251 | 18,000 | 0.11% |
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.
