| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC | 100,034 | 2,632,000 | 53.90% | ||
| 2 | ROYAL BANK OF CANADA | 66,108 | 1,717,000 | 35.16% | ||
| 3 | Commonwealth Equity Services, Inc | 9,752 | 253,000 | 5.18% | ||
| 4 | JANE STREET GROUP, LLC | 8,800 | 229,000 | 4.69% | ||
| 5 | MSI Financial Services Inc | 1,020 | 26,000 | 0.53% | ||
| 6 | IFP ADVISORS, INC | 1,000 | 26,000 | 0.53% |
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.
