| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 6,416,309 | 101,871,000 | 90.18% | ||
| 2 | GUIDANT WEALTH ADVISORS | 484,977 | 7,672,000 | 6.79% | ||
| 3 | AMERIPRISE FINANCIAL INC | 98,465 | 1,558,000 | 1.38% | ||
| 4 | WELLS FARGO & COMPANY/MN | 62,641 | 995,000 | 0.88% | ||
| 5 | Pinnacle Advisory Group, Inc. | 48,717 | 773,000 | 0.68% | ||
| 6 | UBS Group AG | 2,431 | 39,000 | 0.03% | ||
| 7 | BESSEMER GROUP INC | 1,860 | 30,000 | 0.03% | ||
| 8 | Live Your Vision, LLC | 1,000 | 16,000 | 0.01% | ||
| 9 | ADVISOR GROUP, INC. | 350 | 6,000 | 0.01% | ||
| 10 | BANK OF AMERICA CORP /DE/ | 304 | 5,000 | 0.00% | ||
| 11 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 60 | 1,000 | 0.00% | ||
| 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.
