| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Carnick & Kubik, LLC | 500 | 12,000 | 0.27% | ||
| 2 | AMERICAN INTERNATIONAL GROUP, INC. | 1,425 | 33,000 | 0.75% | ||
| 3 | IFP ADVISORS, INC | 6,027 | 141,000 | 3.19% | ||
| 4 | ENVESTNET ASSET MANAGEMENT INC | 6,124 | 144,000 | 3.26% | ||
| 5 | ROYAL BANK OF CANADA | 6,870 | 161,000 | 3.65% | ||
| 6 | MSI Financial Services Inc | 9,371 | 220,000 | 4.98% | ||
| 7 | LINCOLN NATIONAL CORP | 17,249 | 404,000 | 9.15% | ||
| 8 | Virtu KCG Holdings LLC | 23,431 | 549,000 | 12.44% | ||
| 9 | JANE STREET GROUP, LLC | 30,763 | 721,000 | 16.33% | ||
| 10 | BROWN ADVISORY INC | 31,468 | 738,000 | 16.72% | ||
| 11 | WFG Advisors, LP | 55,097 | 1,291,000 | 29.25% |
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.
