| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 76,734 | 1,109,000 | 33.71% | ||
| 2 | Curi Capital, LLC | 29,655 | 429,000 | 13.04% | ||
| 3 | ADVISOR GROUP, INC. | 27,590 | 399,000 | 12.13% | ||
| 4 | Laurion Capital Management LP | 18,797 | 271,000 | 8.24% | ||
| 5 | WELLS FARGO & COMPANY/MN | 18,088 | 261,000 | 7.93% | ||
| 6 | NATIONAL PLANNING CORP | 15,400 | 226,000 | 6.87% | ||
| 7 | DOLIVER ADVISORS, LP | 15,189 | 219,000 | 6.66% | ||
| 8 | BANK OF AMERICA CORP /DE/ | 12,017 | 174,000 | 5.29% | ||
| 9 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 5,000 | 72,000 | 2.19% | ||
| 10 | ROYAL BANK OF CANADA | 2,785 | 40,000 | 1.22% | ||
| 11 | Orion Porfolio Solutions, LLC | 2,000 | 29,000 | 0.88% | ||
| 12 | TCI Wealth Advisors, Inc. | 2,000 | 29,000 | 0.88% | ||
| 13 | D.A. DAVIDSON & CO. | 975 | 14,000 | 0.43% | ||
| 14 | UBS Group AG | 928 | 13,000 | 0.40% | ||
| 15 | Apriem Advisors | 330 | 5,000 | 0.15% | ||
| 16 | Tower Research Capital LLC (TRC) | 33 | 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.
