| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 88,031 | 4,622,000 | 27.49% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 66,190 | 3,475,000 | 20.66% | ||
| 3 | LPL Financial LLC | 56,620 | 2,965,000 | 17.63% | ||
| 4 | ROYAL BANK OF CANADA | 41,395 | 2,173,000 | 12.92% | ||
| 5 | JANE STREET GROUP, LLC | 28,270 | 1,484,000 | 8.82% | ||
| 6 | RPG FAMILY WEALTH ADVISORY, LLC | 14,929 | 783,772 | 4.66% | ||
| 7 | ADVISOR GROUP, INC. | 11,109 | 583,000 | 3.47% | ||
| 8 | Virtu KCG Holdings LLC | 6,267 | 329,000 | 1.96% | ||
| 9 | NATIONAL PLANNING CORP | 5,895 | 306,000 | 1.82% | ||
| 10 | Patten Group, Inc. | 1,005 | 52,484 | 0.31% | ||
| 11 | SeaBridge Investment Advisors LLC | 810 | 43,000 | 0.26% |
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.
