| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | TIEDEMANN WEALTH MANAGEMENT HOLDINGS, LLC | 388,882 | 10,246,000 | 76.99% | ||
| 2 | TIEDEMANN ADVISORS, LLC | 41,000 | 1,080,000 | 8.12% | ||
| 3 | JANE STREET GROUP, LLC | 37,130 | 978,000 | 7.35% | ||
| 4 | IFP ADVISORS, INC | 13,911 | 367,000 | 2.76% | ||
| 5 | LPL Financial LLC | 12,506 | 335,000 | 2.52% | ||
| 6 | Dynamic Advisor Solutions LLC | 8,649 | 228,000 | 1.71% | ||
| 7 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1,995 | 53,000 | 0.40% | ||
| 8 | West Oak Capital, LLC | 805 | 21,205 | 0.16% | ||
| 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.
