| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Partnervest Advisory Services LLC | 918,828 | 24,055,000 | 49.38% | ||
| 2 | Fusion Investment Group, LLC | 886,478 | 23,208,000 | 47.64% | ||
| 3 | Virtu KCG Holdings LLC | 54,677 | 1,431,000 | 2.94% | ||
| 4 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 645 | 17,000 | 0.03% |
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.
