| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 35,466 | 2,261,000 | 61.50% | ||
| 2 | SNS Financial Group, LLC | 6,984 | 445,000 | 12.10% | ||
| 3 | LPL Financial LLC | 6,450 | 411,000 | 11.18% | ||
| 4 | BALDWIN WEALTH PARTNERS LLC/MA | 5,025 | 320,000 | 8.70% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 2,755 | 176,000 | 4.79% | ||
| 6 | NATIONAL PLANNING CORP | 1,025 | 63,478 | 1.73% | ||
| 7 | Parallax Volatility Advisers, L.P. | 1 | 0 | 0.00% |
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.
