| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 40,134 | 541,000 | 28.28% | ||
| 2 | UBS Group AG | 23,115 | 305,000 | 15.94% | ||
| 3 | MORGAN STANLEY | 20,564 | 271,000 | 14.16% | ||
| 4 | AMERIPRISE FINANCIAL INC | 15,874 | 210,000 | 10.98% | ||
| 5 | SG Americas Securities, LLC | 11,445 | 151,000 | 7.89% | ||
| 6 | Curi Capital, LLC | 10,489 | 138,000 | 7.21% | ||
| 7 | US BANCORP \DE\ | 7,588 | 100,000 | 5.23% | ||
| 8 | MSI Financial Services Inc | 4,792 | 63,000 | 3.29% | ||
| 9 | Creative Planning | 2,210 | 29,000 | 1.52% | ||
| 10 | BANK OF AMERICA CORP /DE/ | 2,016 | 27,000 | 1.41% | ||
| 11 | ALLEGIS INVESTMENT ADVISORS, LLC | 1,600 | 21,000 | 1.10% | ||
| 12 | AMERICAN INTERNATIONAL GROUP, INC. | 1,252 | 17,000 | 0.89% | ||
| 13 | WELLS FARGO & COMPANY/MN | 1,237 | 16,000 | 0.84% | ||
| 14 | RISK PARADIGM GROUP, LLC | 930 | 12,276 | 0.64% | ||
| 15 | BENJAMIN F. EDWARDS & COMPANY, INC. | 600 | 8,000 | 0.42% | ||
| 16 | NORTHERN TRUST CORP | 18,800 | 3,000 | 0.16% | ||
| 17 | Tower Research Capital LLC (TRC) | 86 | 1,000 | 0.05% |
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.
