| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Virtu KCG Holdings LLC | 37,345 | 2,280,000 | 33.59% | ||
| 2 | MORGAN STANLEY | 35,815 | 2,187,000 | 32.22% | ||
| 3 | JPMORGAN CHASE & CO | 22,465 | 1,372,000 | 20.22% | ||
| 4 | BALDWIN WEALTH PARTNERS LLC/MA | 6,825 | 417,000 | 6.14% | ||
| 5 | SNS Financial Group, LLC | 5,642 | 344,000 | 5.07% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 2,755 | 168,000 | 2.48% | ||
| 7 | UBS AG | 225 | 14,000 | 0.21% | ||
| 8 | Partnervest Advisory Services LLC | 85 | 5,000 | 0.07% |
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.
