| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Creative Planning | 171,450 | 3,561,000 | 55.21% | ||
| 2 | CAZ INVESTMENTS LP | 55,299 | 1,149,000 | 17.81% | ||
| 3 | Aviance Capital Partners, LLC | 44,983 | 934,000 | 14.48% | ||
| 4 | JANE STREET GROUP, LLC | 27,313 | 567,000 | 8.79% | ||
| 5 | Sigma Planning Corp | 10,500 | 218,000 | 3.38% | ||
| 6 | Carroll Financial Associates, Inc. | 400 | 8,000 | 0.12% | ||
| 7 | PNC FINANCIAL SERVICES GROUP, INC. | 300 | 6,000 | 0.09% | ||
| 8 | AMERICAN INTERNATIONAL GROUP, INC. | 240 | 4,985 | 0.08% | ||
| 9 | CENTRAL TRUST Co | 92 | 2,000 | 0.03% | ||
| 10 | Parallax Volatility Advisers, L.P. | 1 | 0 | 0.00% |
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.
