| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 27,555 | 574,000 | 40.54% | ||
| 2 | Creative Planning | 21,219 | 446,000 | 31.50% | ||
| 3 | 683 Capital Management, LLC | 10,914 | 225,000 | 15.89% | ||
| 4 | MORGAN STANLEY | 4,200 | 88,000 | 6.21% | ||
| 5 | Yorktown Management & Research Co Inc | 50,000 | 77,000 | 5.44% | ||
| 6 | UBS Group AG | 297 | 6,000 | 0.42% |
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.
