| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Partnervest Advisory Services LLC | 891,447 | 23,632,000 | 49.84% | ||
| 2 | Fusion Investment Group, LLC | 857,779 | 22,740,000 | 47.96% | ||
| 3 | Virtu KCG Holdings LLC | 34,582 | 917,000 | 1.93% | ||
| 4 | UBS Group AG | 2,409 | 64,000 | 0.13% | ||
| 5 | Transamerica Financial Advisors, LLC | 1,759 | 47,000 | 0.10% | ||
| 6 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 645 | 17,000 | 0.04% | ||
| 7 | 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.
