| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Creative Planning | 190,800 | 3,184,000 | 41.92% | ||
| 2 | BESSEMER GROUP INC | 150,000 | 2,504,000 | 32.97% | ||
| 3 | Aviance Capital Partners, LLC | 46,562 | 777,000 | 10.23% | ||
| 4 | Carroll Financial Associates, Inc. | 24,500 | 409,000 | 5.38% | ||
| 5 | Sigma Planning Corp | 16,200 | 270,000 | 3.55% | ||
| 6 | JANE STREET GROUP, LLC | 12,341 | 206,000 | 2.71% | ||
| 7 | MORGAN STANLEY | 6,400 | 107,000 | 1.41% | ||
| 8 | BLACKROCK ADVISORS LLC | 4,500 | 75,000 | 0.99% | ||
| 9 | AMERICAN INTERNATIONAL GROUP, INC. | 1,236 | 20,625 | 0.27% | ||
| 10 | PRELUDE CAPITAL MANAGEMENT, LLC | 1,000 | 17,000 | 0.22% | ||
| 11 | Evercore Wealth Management, LLC | 796 | 13,000 | 0.17% | ||
| 12 | PNC FINANCIAL SERVICES GROUP, INC. | 300 | 5,000 | 0.07% | ||
| 13 | BANK OF AMERICA CORP /DE/ | 300 | 5,000 | 0.07% | ||
| 14 | CENTRAL TRUST Co | 92 | 2,000 | 0.03% | ||
| 15 | Tower Research Capital LLC (TRC) | 33 | 1,000 | 0.01% | ||
| 16 | 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.