| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | GOLDMAN SACHS GROUP INC | 23,970 | 1,928,000 | 39.86% | ||
| 2 | Atria Investments, Inc | 11,202 | 901,000 | 18.63% | ||
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11,014 | 886,000 | 18.32% | ||
| 4 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 3,505 | 282,000 | 5.83% | ||
| 5 | ENVESTNET ASSET MANAGEMENT INC | 3,397 | 273,000 | 5.64% | ||
| 6 | HighTower Advisors, LLC | 2,900 | 233,000 | 4.82% | ||
| 7 | Virtu KCG Holdings LLC | 2,719 | 219,000 | 4.53% | ||
| 8 | UBS AG | 885 | 71,000 | 1.47% | ||
| 9 | AMERICAN INTERNATIONAL GROUP, INC. | 241 | 19,384 | 0.40% | ||
| 10 | WELLS FARGO & COMPANY/MN | 201 | 16,000 | 0.33% | ||
| 11 | Tower Research Capital LLC (TRC) | 65 | 5,000 | 0.10% | ||
| 12 | PIERSHALE FINANCIAL GROUP, INC. | 38 | 3,000 | 0.06% |
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.
