| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 18,343 | 137,000 | 39.71% | ||
| 2 | Commonwealth Equity Services, Inc | 11,433 | 85,000 | 24.64% | ||
| 3 | B. Riley Wealth Advisors, Inc. | 5,320 | 40,000 | 11.59% | ||
| 4 | UBS AG | 4,116 | 31,000 | 8.98% | ||
| 5 | AMERICAN INTERNATIONAL GROUP, INC. | 3,350 | 25,025 | 7.25% | ||
| 6 | WELLS FARGO & COMPANY/MN | 2,800 | 21,000 | 6.09% | ||
| 7 | PNC FINANCIAL SERVICES GROUP, INC. | 670 | 5,000 | 1.45% | ||
| 8 | BARCLAYS PLC | 189 | 1,000 | 0.29% | ||
| 9 | Tower Research Capital LLC (TRC) | 58 | 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.
