| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 50,448 | 789,000 | 79.43% | ||
| 2 | Edge Wealth Management LLC | 3,255 | 52,000 | 5.23% | ||
| 3 | B. Riley Wealth Advisors, Inc. | 2,916 | 45,635 | 4.59% | ||
| 4 | UBS AG | 2,682 | 42,000 | 4.23% | ||
| 5 | CITIGROUP INC | 2,529 | 40,000 | 4.03% | ||
| 6 | BANK OF MONTREAL /CAN/ | 714 | 11,000 | 1.11% | ||
| 7 | Tower Research Capital LLC (TRC) | 500 | 8,000 | 0.81% | ||
| 8 | AMERICAN INTERNATIONAL GROUP, INC. | 364 | 5,697 | 0.57% |
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.
