| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Tower Research Capital LLC (TRC) | 240 | 4,000 | 0.14% | ||
| 2 | Apriem Advisors | 330 | 6,000 | 0.21% | ||
| 3 | AMERICAN INTERNATIONAL GROUP, INC. | 450 | 8,000 | 0.27% | ||
| 4 | CITIGROUP INC | 957 | 16,000 | 0.55% | ||
| 5 | Orion Porfolio Solutions, LLC | 2,000 | 34,000 | 1.17% | ||
| 6 | TCI Wealth Advisors, Inc. | 2,000 | 34,000 | 1.17% | ||
| 7 | ROYAL BANK OF CANADA | 2,785 | 47,000 | 1.61% | ||
| 8 | BANK OF AMERICA CORP /DE/ | 3,808 | 64,000 | 2.20% | ||
| 9 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 5,000 | 85,000 | 2.92% | ||
| 10 | UBS Group AG | 8,676 | 147,000 | 5.05% | ||
| 11 | WELLS FARGO & COMPANY/MN | 10,488 | 177,000 | 6.08% | ||
| 12 | MSI Financial Services Inc | 11,140 | 188,000 | 6.46% | ||
| 13 | NATIONAL PLANNING CORP | 17,700 | 308,000 | 10.58% | ||
| 14 | LPL Financial LLC | 25,873 | 438,000 | 15.05% | ||
| 15 | MORGAN STANLEY | 80,173 | 1,355,000 | 46.55% |
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.
