| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Partnervest Advisory Services LLC | 895,185 | 23,355,000 | 50.00% | ||
| 2 | Fusion Investment Group, LLC | 866,225 | 22,600,000 | 48.38% | ||
| 3 | Virtu KCG Holdings LLC | 28,262 | 737,000 | 1.58% | ||
| 4 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 645 | 17,000 | 0.04% |
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.
