| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 10,000 | 298,000 | 50.51% | ||
| 2 | UBS AG | 8,000 | 238,000 | 40.34% | ||
| 3 | Creative Planning | 1,000 | 30,000 | 5.08% | ||
| 4 | Carroll Financial Associates, Inc. | 800 | 24,000 | 4.07% |
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.
