| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Virtu Financial LLC | 4,624 | 317,000 | 84.76% | ||
| 2 | Creative Planning | 437 | 30,000 | 8.02% | ||
| 3 | PRIVATE TRUST CO NA | 400 | 27,000 | 7.22% |
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.
