| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Stelac Advisory Services LLC | 69,470 | 1,364,000 | 42.53% | ||
| 2 | ALLEGIS INVESTMENT ADVISORS, LLC | 32,239 | 636,000 | 19.83% | ||
| 3 | B. Riley Wealth Advisors, Inc. | 13,569 | 268,000 | 8.36% | ||
| 4 | TILLER PRIVATE WEALTH, INC. | 12,475 | 246,000 | 7.67% | ||
| 5 | Sigma Planning Corp | 11,402 | 225,000 | 7.02% | ||
| 6 | DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN | 10,000 | 197,000 | 6.14% | ||
| 7 | ENVESTNET ASSET MANAGEMENT INC | 5,804 | 114,000 | 3.55% | ||
| 8 | MORGAN STANLEY | 4,224 | 84,000 | 2.62% | ||
| 9 | UBS Group AG | 1,275 | 25,000 | 0.78% | ||
| 10 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 880 | 17,000 | 0.53% | ||
| 11 | ROYAL BANK OF CANADA | 820 | 16,000 | 0.50% | ||
| 12 | IFP ADVISORS, INC | 482 | 10,000 | 0.31% | ||
| 13 | Carroll Financial Associates, Inc. | 175 | 3,000 | 0.09% | ||
| 14 | Financial Architects, Inc | 100 | 2,000 | 0.06% | ||
| 15 | Creative Planning | 17 | 0 | 0.00% | ||
| 16 | DEUTSCHE BANK AG\ | 267 | 0 | 0.00% | PRN | |
| 17 | Parallax Volatility Advisers, L.P. | 1 | 0 | 0.00% | ||
| 18 | WELLS FARGO & COMPANY/MN | 6 | 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.
