| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | TIEDEMANN ADVISORS, LLC | 2,278,390 | 61,266,000 | 93.68% | ||
| 2 | TIEDEMANN WEALTH MANAGEMENT HOLDINGS, LLC | 91,794 | 2,466,000 | 3.77% | ||
| 3 | JANE STREET GROUP, LLC | 23,719 | 638,000 | 0.98% | ||
| 4 | IFP ADVISORS, INC | 17,162 | 461,000 | 0.70% | ||
| 5 | WELCH & FORBES LLC | 15,809 | 425,000 | 0.65% | ||
| 6 | PATHSTONE FAMILY OFFICE, LLC | 2,166 | 58,000 | 0.09% | ||
| 7 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1,448 | 39,000 | 0.06% | ||
| 8 | UBS Group AG | 1,053 | 28,000 | 0.04% | ||
| 9 | West Oak Capital, LLC | 805 | 21,640 | 0.03% | ||
| 10 | 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.
