| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Freedom Investment Management, Inc. | 68,081 | 3,433,000 | 51.80% | ||
| 2 | ENVESTNET ASSET MANAGEMENT INC | 33,479 | 1,688,000 | 25.47% | ||
| 3 | Virtu KCG Holdings LLC | 19,851 | 1,001,000 | 15.10% | ||
| 4 | LPL Financial LLC | 3,978 | 201,000 | 3.03% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 3,486 | 176,000 | 2.66% | ||
| 6 | MSI Financial Services Inc | 1,531 | 77,000 | 1.16% | ||
| 7 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 894 | 45,000 | 0.68% | ||
| 8 | AMERICAN INTERNATIONAL GROUP, INC. | 77 | 4,000 | 0.06% | ||
| 9 | Tower Research Capital LLC (TRC) | 61 | 3,000 | 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.
