| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | IFC Holdings Incorporated/FL | 74,386 | 1,956,000 | 35.79% | ||
| 2 | MORGAN STANLEY | 65,742 | 1,728,000 | 31.62% | ||
| 3 | NewSquare Capital LLC | 36,845 | 969,000 | 17.73% | ||
| 4 | Simplicity Solutions, LLC | 14,589 | 383,545 | 7.02% | ||
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10,671 | 281,000 | 5.14% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 2,619 | 69,000 | 1.26% | ||
| 7 | Creative Planning | 1,500 | 39,000 | 0.71% | ||
| 8 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 639 | 17,000 | 0.31% | ||
| 9 | UBS Group AG | 416 | 11,000 | 0.20% | ||
| 10 | IFP ADVISORS, INC | 400 | 11,000 | 0.20% | ||
| 11 | Parallax Volatility Advisers, L.P. | 1 | 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.
