| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 8,444 | 9,000 | 39.13% | ||
| 2 | WFG Advisors, LP | 7,671 | 8,000 | 34.78% | ||
| 3 | Tower Research Capital LLC (TRC) | 5,140 | 5,000 | 21.74% | ||
| 4 | Creative Planning | 900 | 1,000 | 4.35% | ||
| 5 | MORGAN STANLEY | 254 | 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.
