| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ADVISOR GROUP, INC. | 9 | 0 | 0.00% | ||
| 2 | Creative Planning | 125 | 6,000 | 1.43% | ||
| 3 | Advisory Services Network, LLC | 200 | 10,000 | 2.38% | ||
| 4 | UBS Group AG | 608 | 30,000 | 7.14% | ||
| 5 | Gramercy Funds Management LLC | 3,200 | 156,000 | 37.14% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 4,484 | 218,000 | 51.90% |
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.
