| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Retirement Planning Group, LLC | 210,030 | 5,835,000 | 45.18% | ||
| 2 | Atria Investments, Inc | 102,414 | 2,845,000 | 22.03% | ||
| 3 | Bouchey Financial Group Ltd | 98,960 | 2,749,000 | 21.28% | ||
| 4 | JANE STREET GROUP, LLC | 26,956 | 749,000 | 5.80% | ||
| 5 | MORGAN STANLEY | 15,859 | 441,000 | 3.41% | ||
| 6 | ProVise Management Group, LLC | 8,900 | 247,000 | 1.91% | ||
| 7 | AMERICAN INTERNATIONAL GROUP, INC. | 898 | 24,946 | 0.19% | ||
| 8 | BANK OF MONTREAL /CAN/ | 805 | 22,000 | 0.17% | ||
| 9 | Brouwer & Janachowski, LLC | 63 | 2,000 | 0.02% | ||
| 10 | Private Ocean, LLC | 34 | 1,000 | 0.01% | ||
| 11 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 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.
