| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 51,368 | 1,286,000 | 53.12% | ||
| 2 | CITIGROUP INC | 22,193 | 555,000 | 22.92% | ||
| 3 | NewSquare Capital LLC | 13,115 | 328,000 | 13.55% | ||
| 4 | Virtu KCG Holdings LLC | 9,458 | 237,000 | 9.79% | ||
| 5 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 611 | 15,000 | 0.62% |
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.