| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Carroll Financial Associates, Inc. | 38,600 | 623,000 | 32.72% | ||
| 2 | STIFEL FINANCIAL CORP | 20,000 | 323,000 | 16.96% | ||
| 3 | Sigma Planning Corp | 13,377 | 216,000 | 11.34% | ||
| 4 | Arete Wealth Advisors, LLC | 12,950 | 209,000 | 10.98% | ||
| 5 | JANE STREET GROUP, LLC | 10,097 | 163,000 | 8.56% | ||
| 6 | Stelac Advisory Services LLC | 9,897 | 159,000 | 8.35% | ||
| 7 | ENVESTNET ASSET MANAGEMENT INC | 6,004 | 97,000 | 5.09% | ||
| 8 | Creative Planning | 2,252 | 36,000 | 1.89% | ||
| 9 | B. Riley Wealth Advisors, Inc. | 11,832 | 23,000 | 1.21% | ||
| 10 | UBS Group AG | 877 | 14,000 | 0.74% | ||
| 11 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 687 | 11,000 | 0.58% | ||
| 12 | TCI Wealth Advisors, Inc. | 688 | 11,000 | 0.58% | ||
| 13 | Blume Capital Management, Inc. | 700 | 11,000 | 0.58% | ||
| 14 | IFP ADVISORS, INC | 397 | 6,000 | 0.32% | ||
| 15 | MORGAN STANLEY | 114 | 2,000 | 0.11% | ||
| 16 | Parallax Volatility Advisers, L.P. | 1 | 0 | 0.00% | ||
| 17 | WELLS FARGO & COMPANY/MN | 2 | 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.
