| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1,166,698 | 29,809,000 | 67.72% | ||
| 2 | Carroll Financial Associates, Inc. | 330,441 | 8,442,000 | 19.18% | ||
| 3 | Cetera Advisor Networks LLC | 214,220 | 5,471,000 | 12.43% | ||
| 4 | Commonwealth Equity Services, Inc | 10,608 | 271,000 | 0.62% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 705 | 18,000 | 0.04% | ||
| 6 | UBS Group AG | 146 | 4,000 | 0.01% |
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.
