| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | TIEDEMANN TRUST CO | 2,245,923 | 51,919,000 | 82.12% | ||
| 2 | TIEDEMANN ADVISORS, LLC | 406,341 | 9,393,000 | 14.86% | ||
| 3 | Virtu KCG Holdings LLC | 32,384 | 749,000 | 1.18% | ||
| 4 | JANE STREET GROUP, LLC | 24,666 | 570,000 | 0.90% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 21,586 | 499,000 | 0.79% | ||
| 6 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1,632 | 38,000 | 0.06% | ||
| 7 | West Oak Capital, LLC | 1,505 | 34,785 | 0.06% | ||
| 8 | IFP ADVISORS, INC | 977 | 23,000 | 0.04% | ||
| 9 | Parallax Volatility Advisers, L.P. | 1 | 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.
