| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 209,050 | 57,000 | 52.26% | ||
| 2 | CITADEL ADVISORS LLC | 68,910 | 19,000 | 17.42% | ||
| 3 | NATIONAL PLANNING CORP | 37,690 | 12,061 | 11.06% | ||
| 4 | UBS Group AG | 31,724 | 9,000 | 8.25% | ||
| 5 | BADGLEY PHELPS & BELL INC | 20,000 | 5,000 | 4.58% | ||
| 6 | Virtu KCG Holdings LLC | 14,312 | 4,000 | 3.67% | ||
| 7 | BANK OF MONTREAL /CAN/ | 7,400 | 2,000 | 1.83% | ||
| 8 | Creative Planning | 2,000 | 1,000 | 0.92% | ||
| 9 | Advisory Services Network, LLC | 1,280 | 0 | 0.00% | ||
| 10 | BANK OF AMERICA CORP /DE/ | 600 | 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.
