| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | IFC Holdings Incorporated/FL | 78,092 | 2,182,000 | 30.03% | ||
| 2 | MORGAN STANLEY | 50,281 | 1,408,000 | 19.38% | ||
| 3 | NewSquare Capital LLC | 41,464 | 1,161,000 | 15.98% | ||
| 4 | LPL Financial LLC | 31,991 | 898,000 | 12.36% | ||
| 5 | Atria Investments, Inc | 22,294 | 627,000 | 8.63% | ||
| 6 | INVESTMENT CENTERS OF AMERICA INC | 9,106 | 254,000 | 3.50% | ||
| 7 | SNOWDEN CAPITAL ADVISORS LLC | 8,977 | 251,266 | 3.46% | ||
| 8 | BANK OF AMERICA CORP /DE/ | 8,360 | 234,000 | 3.22% | ||
| 9 | Simplicity Solutions, LLC | 7,358 | 206,000 | 2.84% | ||
| 10 | ROYAL BANK OF CANADA | 935 | 26,000 | 0.36% | ||
| 11 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 649 | 18,000 | 0.25% | ||
| 12 | 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.
