| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 242,891 | 4,479,000 | 38.85% | ||
| 2 | ACG Wealth | 156,653 | 2,889,000 | 25.06% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 68,197 | 1,258,000 | 10.91% | ||
| 4 | WELLS FARGO & COMPANY/MN | 53,098 | 979,000 | 8.49% | ||
| 5 | Virtu KCG Holdings LLC | 47,938 | 884,000 | 7.67% | ||
| 6 | Laurion Capital Management LP | 26,772 | 493,000 | 4.28% | ||
| 7 | ROYAL BANK OF CANADA | 17,562 | 324,000 | 2.81% | ||
| 8 | Cetera Advisors LLC | 11,080 | 205,000 | 1.78% | ||
| 9 | Tower Research Capital LLC (TRC) | 900 | 17,000 | 0.15% |
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.
