| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | 3D ASSET MANAGEMENT, INC | 907,036 | 20,064,000 | 79.36% | ||
| 2 | Atria Investments, Inc | 76,216 | 1,686,000 | 6.67% | ||
| 3 | JANE STREET GROUP, LLC | 60,195 | 1,332,000 | 5.27% | ||
| 4 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 38,500 | 852,000 | 3.37% | ||
| 5 | Janney Montgomery Scott LLC | 38,181 | 845,000 | 3.34% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 22,359 | 495,000 | 1.96% | ||
| 7 | ADVISOR GROUP, INC. | 320 | 7,000 | 0.03% |
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.
