| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 38,773 | 2,362,000 | 68.46% | ||
| 2 | SNS Financial Group, LLC | 5,758 | 351,000 | 10.17% | ||
| 3 | BALDWIN WEALTH PARTNERS LLC/MA | 4,625 | 282,000 | 8.17% | ||
| 4 | Virtu KCG Holdings LLC | 4,438 | 270,000 | 7.83% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 2,755 | 168,000 | 4.87% | ||
| 6 | UBS AG | 286 | 17,000 | 0.49% |
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.
