| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | IFC Holdings Incorporated/FL | 78,326 | 2,106,000 | 44.22% | ||
| 2 | MORGAN STANLEY | 45,738 | 1,230,000 | 25.82% | ||
| 3 | NewSquare Capital LLC | 38,468 | 1,035,000 | 21.73% | ||
| 4 | LPL Financial LLC | 8,638 | 233,000 | 4.89% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 3,413 | 92,000 | 1.93% | ||
| 6 | AMERICAN INTERNATIONAL GROUP, INC. | 1,432 | 39,000 | 0.82% | ||
| 7 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 644 | 17,000 | 0.36% | ||
| 8 | IFP ADVISORS, INC | 400 | 11,000 | 0.23% | ||
| 9 | 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.
