| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 14,845 | 1,398,000 | 27.16% | ||
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14,625 | 1,377,000 | 26.75% | ||
| 3 | ENVESTNET ASSET MANAGEMENT INC | 13,476 | 1,269,000 | 24.65% | ||
| 4 | Atria Investments, Inc | 11,074 | 1,043,000 | 20.26% | ||
| 5 | Compagnie Lombard Odier SCmA | 300 | 28,000 | 0.54% | ||
| 6 | SIGNATUREFD, LLC | 132 | 12,000 | 0.23% | ||
| 7 | AMERICAN INTERNATIONAL GROUP, INC. | 121 | 11,395 | 0.22% | ||
| 8 | WELLS FARGO & COMPANY/MN | 101 | 9,000 | 0.17% |
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.
