| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Virtu KCG Holdings LLC | 14,776 | 878,000 | 32.02% | ||
| 2 | SNS Financial Group, LLC | 8,847 | 526,000 | 19.18% | ||
| 3 | Creative Planning | 8,796 | 523,000 | 19.07% | ||
| 4 | MORGAN STANLEY | 7,889 | 469,000 | 17.10% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 2,755 | 164,000 | 5.98% | ||
| 6 | BALDWIN WEALTH PARTNERS LLC/MA | 2,675 | 159,000 | 5.80% | ||
| 7 | UBS Group AG | 341 | 20,000 | 0.73% | ||
| 8 | WELLS FARGO & COMPANY/MN | 50 | 3,000 | 0.11% | ||
| 9 | 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.
