| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | TIEDEMANN ADVISORS, LLC | 2,168,598 | 53,019,000 | 75.31% | ||
| 2 | TIEDEMANN WEALTH MANAGEMENT HOLDINGS, LLC | 533,317 | 14,389,000 | 20.44% | ||
| 3 | JANE STREET GROUP, LLC | 32,923 | 829,000 | 1.18% | ||
| 4 | CITADEL ADVISORS LLC | 30,270 | 762,000 | 1.08% | ||
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 27,943 | 703,000 | 1.00% | ||
| 6 | Virtu KCG Holdings LLC | 10,625 | 267,000 | 0.38% | ||
| 7 | Dynamic Advisor Solutions LLC | 8,649 | 218,000 | 0.31% | ||
| 8 | IFP ADVISORS, INC | 4,960 | 125,000 | 0.18% | ||
| 9 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1,995 | 50,000 | 0.07% | ||
| 10 | West Oak Capital, LLC | 1,305 | 32,841 | 0.05% | ||
| 11 | Tower Research Capital LLC (TRC) | 93 | 2,000 | 0.00% | ||
| 12 | 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.
