| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 43,736 | 1,293,000 | 41.68% | ||
| 2 | GOLDMAN SACHS GROUP INC | 22,915 | 678,000 | 21.86% | ||
| 3 | Virtu KCG Holdings LLC | 15,391 | 455,000 | 14.67% | ||
| 4 | Yorktown Management & Research Co Inc | 8,000 | 237,000 | 7.64% | ||
| 5 | UBS Group AG | 7,240 | 214,000 | 6.90% | ||
| 6 | Creative Planning | 2,480 | 73,000 | 2.35% | ||
| 7 | BANK OF AMERICA CORP /DE/ | 2,406 | 71,000 | 2.29% | ||
| 8 | ROYAL BANK OF CANADA | 1,810 | 54,000 | 1.74% | ||
| 9 | WELLS FARGO & COMPANY/MN | 606 | 18,000 | 0.58% | ||
| 10 | Burt Wealth Advisors | 277 | 7,000 | 0.23% | ||
| 11 | Regal Investment Advisors LLC | 59 | 2,000 | 0.06% | ||
| 12 | 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.
