| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CITIGROUP INC | 500,000 | 13,435,000 | 69.90% | ||
| 2 | HighTower Advisors, LLC | 100,457 | 2,698,000 | 14.04% | ||
| 3 | CORNERSTONE FINANCIAL PARTNERS, LLC | 23,584 | 634,000 | 3.30% | ||
| 4 | Cetera Advisors LLC | 19,810 | 530,000 | 2.76% | ||
| 5 | JANE STREET GROUP, LLC | 19,563 | 526,000 | 2.74% | ||
| 6 | WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 17,000 | 457,000 | 2.38% | ||
| 7 | ADVISOR GROUP, INC. | 13,627 | 366,000 | 1.90% | ||
| 8 | Weatherstone Capital Management | 8,191 | 220,000 | 1.14% | ||
| 9 | Advisors Preferred, LLC | 7,611 | 205,000 | 1.07% | ||
| 10 | Financial Architects, Inc | 1,675 | 45,000 | 0.23% | ||
| 11 | FIFTH THIRD BANCORP | 1,300 | 35,000 | 0.18% | ||
| 12 | ROYAL BANK OF CANADA | 1,250 | 34,000 | 0.18% | ||
| 13 | Creative Planning | 800 | 21,000 | 0.11% | ||
| 14 | LEE FINANCIAL CORP | 380 | 10,000 | 0.05% | ||
| 15 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 186 | 5,000 | 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.
