| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Bison Wealth, LLC | 8,967 | 218,000 | 48.55% | ||
| 2 | Ionic Capital Management LLC | 7,900 | 205,000 | 45.66% | ||
| 3 | BLACKROCK ADVISORS LLC | 575 | 14,000 | 3.12% | ||
| 4 | ADVISOR GROUP, INC. | 475 | 12,000 | 2.67% |
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.
