| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | IFP ADVISORS, INC | 4,400 | 5,000 | 55.56% | ||
| 2 | Tower Research Capital LLC (TRC) | 2,237 | 2,000 | 22.22% | ||
| 3 | Creative Planning | 900 | 1,000 | 11.11% | ||
| 4 | UBS Group AG | 1,311 | 1,000 | 11.11% | ||
| 5 | MORGAN STANLEY | 6 | 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.
