| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 248 | 0 | 0.00% | ||
| 2 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 544 | 0 | 0.00% | ||
| 3 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 75 | 0 | 0.00% | ||
| 4 | Creative Planning | 513 | 0 | 0.00% | ||
| 5 | TCI Wealth Advisors, Inc. | 325 | 0 | 0.00% | ||
| 6 | WELLS FARGO & COMPANY/MN | 500 | 0 | 0.00% | ||
| 7 | ROYAL BANK OF CANADA | 1,250 | 1,000 | 0.61% | ||
| 8 | BlackRock Fund Advisors | 4,901 | 3,000 | 1.82% | ||
| 9 | GUGGENHEIM CAPITAL LLC | 10,061 | 7,000 | 4.24% | ||
| 10 | MORGAN STANLEY | 19,500 | 13,000 | 7.88% | ||
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 25,401 | 16,000 | 9.70% | ||
| 12 | CITADEL ADVISORS LLC | 27,783 | 18,000 | 10.91% | ||
| 13 | GOLDMAN SACHS GROUP INC | 69,259 | 45,000 | 27.27% | ||
| 14 | VANGUARD GROUP INC | 95,258 | 62,000 | 37.58% |
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.
