| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Creative Planning | 190,800 | 3,015,000 | 72.01% | ||
| 2 | Sigma Planning Corp | 41,900 | 662,000 | 15.81% | ||
| 3 | MORGAN STANLEY | 11,813 | 186,000 | 4.44% | ||
| 4 | Kovack Advisors, Inc. | 11,272 | 178,000 | 4.25% | ||
| 5 | Carroll Financial Associates, Inc. | 2,680 | 42,000 | 1.00% | ||
| 6 | ROYAL BANK OF CANADA | 2,180 | 34,000 | 0.81% | ||
| 7 | ADVISOR GROUP, INC. | 2,155 | 34,000 | 0.81% | ||
| 8 | IFP ADVISORS, INC | 1,133 | 18,000 | 0.43% | ||
| 9 | WFG Advisors, LP | 845 | 13,000 | 0.31% | ||
| 10 | BANK OF MONTREAL /CAN/ | 305 | 5,000 | 0.12% | ||
| 11 | 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.
